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 | $156,783 | $81,460+92.5% | $103,333+51.7% | $80,856+93.9% |
| Participation rate | 64.4% | 66.8%-2.4pp | 74.5%-10.1pp | 67.6%-3.2pp |
| Annual return | 30.58% | 25.55%+5.0pp | 24.88%+5.7pp | 35.59%-5.0pp |
| Employer contribution / active EE | $2,740 | $3,105-11.8% | $3,868-29.2% | $2,755-0.5% |
| Participant deferral / active EE | $5,140 | $3,869+32.9% | $5,057+1.6% | $4,296+19.7% |
| Admin fee / account holder | $22,784 | $6,566+247.0% | $8,355+172.7% | $6,918+229.3% |