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 | $148,835 | $76,367+94.9% | $93,606+59.0% | $72,985+103.9% |
| Participation rate | 54.3% | 71.7%-17.5pp | 75.8%-21.6pp | 69.5%-15.2pp |
| Annual return | 22.83% | 25.82%-3.0pp | 32.76%-9.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,145 | $2,275-5.7% | $2,718-21.1% | $2,440-12.1% |
| Participant deferral / active EE | $6,715 | $3,538+89.8% | $4,069+65.0% | $3,607+86.2% |
| Admin fee / account holder | $8,906 | $6,838+30.2% | $7,888+12.9% | $5,124+73.8% |