See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,764 | $78,422+105.0% | $95,952+67.5% | $79,858+101.3% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 26.10% | 19.37%+6.7pp | 91.61%-65.5pp | 31.71%-5.6pp |
| Employer contribution / active EE | $2,346 | $1,945+20.6% | $2,541-7.7% | $2,471-5.0% |
| Participant deferral / active EE | $2,661 | $3,440-22.6% | $4,167-36.1% | $3,740-28.9% |
| Admin fee / account holder | $3,306 | $5,622-41.2% | $6,795-51.3% | $5,306-37.7% |