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 | $148,368 | $71,516+107.5% | $98,439+50.7% | $71,457+107.6% |
| Participation rate | 69.2% | 72.7%-3.5pp | 75.2%-6.0pp | 67.9%+1.2pp |
| Annual return | 17.84% | 32.41%-14.6pp | 21.16%-3.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,548 | $2,399-35.5% | $3,048-49.2% | $2,588-40.2% |
| Participant deferral / active EE | $5,835 | $4,109+42.0% | $4,738+23.2% | $4,289+36.1% |
| Admin fee / account holder | $12,297 | $1,675+634.3% | $8,948+37.4% | $1,587+674.7% |