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 | $160,073 | $86,929+84.1% | $102,423+56.3% | $80,856+98.0% |
| Participation rate | 67.4% | 72.4%-5.0pp | 76.5%-9.1pp | 67.6%-0.2pp |
| Annual return | 12.14% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,940 | $2,369+108.5% | $3,023+63.4% | $2,755+79.3% |
| Participant deferral / active EE | $4,290 | $4,118+4.2% | $5,053-15.1% | $4,296-0.1% |
| Admin fee / account holder | $633 | $8,049-92.1% | $9,451-93.3% | $6,918-90.9% |