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 | $151,617 | $81,208+86.7% | $98,907+53.3% | $79,858+89.9% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 12.90% | 60.99%-48.1pp | 196.43%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,091 | $1,960+6.7% | $2,689-22.2% | $2,471-15.4% |
| Participant deferral / active EE | $3,524 | $3,265+7.9% | $4,244-17.0% | $3,740-5.8% |
| Admin fee / account holder | $6,282 | $6,013+4.5% | $6,642-5.4% | $5,306+18.4% |