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 | $143,549 | $89,355+60.7% | $141,162+1.7% | $72,985+96.7% |
| Participation rate | 67.5% | 75.1%-7.6pp | 82.5%-15.0pp | 69.5%-2.0pp |
| Annual return | 23.89% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,453 | $3,114-21.3% | $4,735-48.2% | $2,440+0.5% |
| Participant deferral / active EE | $7,951 | $5,418+46.8% | $6,709+18.5% | $3,607+120.4% |
| Admin fee / account holder | $4,350 | $5,958-27.0% | $10,261-57.6% | $5,124-15.1% |