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 | $170,420 | $99,985+70.4% | $146,665+16.2% | $85,850+98.5% |
| Participation rate | 48.6% | 73.1%-24.5pp | 80.1%-31.5pp | 69.3%-20.7pp |
| Annual return | 25.67% | 18.93%+6.7pp | 22.74%+2.9pp | 318.53%-292.9pp |
| Employer contribution / active EE | $961 | $2,559-62.4% | $4,136-76.8% | $2,565-62.5% |
| Participant deferral / active EE | $2,120 | $4,006-47.1% | $5,506-61.5% | $3,952-46.3% |
| Admin fee / account holder | $3,737 | $7,702-51.5% | $10,280-63.6% | $6,260-40.3% |