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 | $166,320 | $108,825+52.8% | $156,181+6.5% | $82,448+101.7% |
| Participation rate | 62.5% | 72.4%-9.9pp | 78.8%-16.3pp | 68.1%-5.6pp |
| Annual return | 13.69% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,588 | $2,870-9.8% | $4,294-39.7% | $2,551+1.5% |
| Participant deferral / active EE | $4,196 | $4,577-8.3% | $6,132-31.6% | $4,139+1.4% |
| Admin fee / account holder | $381 | $9,341-95.9% | $14,586-97.4% | $7,234-94.7% |