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 | $169,357 | $95,803+76.8% | $113,168+49.7% | $84,808+99.7% |
| Participation rate | 59.7% | 72.9%-13.2pp | 76.6%-16.9pp | 68.3%-8.6pp |
| Annual return | 17.97% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,387 | $2,360+1.1% | $2,975-19.8% | $2,631-9.3% |
| Participant deferral / active EE | $5,385 | $4,242+26.9% | $5,107+5.4% | $4,212+27.9% |
| Admin fee / account holder | $2,150 | $8,989-76.1% | $12,068-82.2% | $7,344-70.7% |