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 | $179,450 | $80,968+121.6% | $96,544+85.9% | $75,163+138.7% |
| Participation rate | 64.6% | 71.8%-7.1pp | 76.0%-11.3pp | 67.2%-2.6pp |
| Annual return | 22.73% | 27.06%-4.3pp | 25.84%-3.1pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,131 | $2,282-6.6% | $2,965-28.1% | $2,670-20.2% |
| Participant deferral / active EE | $3,551 | $3,928-9.6% | $4,851-26.8% | $4,125-13.9% |
| Admin fee / account holder | $7,806 | $6,724+16.1% | $8,252-5.4% | $5,651+38.1% |