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 | $169,709 | $88,672+91.4% | $105,223+61.3% | $82,448+105.8% |
| Participation rate | 61.8% | 67.9%-6.2pp | 75.0%-13.3pp | 68.1%-6.3pp |
| Annual return | 14.72% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,999 | $3,048-34.4% | $3,689-45.8% | $2,551-21.6% |
| Participant deferral / active EE | $4,234 | $4,036+4.9% | $5,072-16.5% | $4,139+2.3% |
| Admin fee / account holder | $2,577 | $7,146-63.9% | $8,859-70.9% | $7,234-64.4% |