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 | $158,757 | $73,933+114.7% | $96,683+64.2% | $75,163+111.2% |
| Participation rate | 67.6% | 66.4%+1.2pp | 74.3%-6.7pp | 67.2%+0.5pp |
| Annual return | 16.63% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,550 | $2,928-12.9% | $3,737-31.8% | $2,670-4.5% |
| Participant deferral / active EE | $6,629 | $3,659+81.2% | $4,878+35.9% | $4,125+60.7% |
| Admin fee / account holder | $1,791 | $5,216-65.7% | $6,730-73.4% | $5,651-68.3% |