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 | $179,437 | $70,428+154.8% | $96,562+85.8% | $85,850+109.0% |
| Participation rate | 62.9% | 61.8%+1.1pp | 69.8%-7.0pp | 69.3%-6.5pp |
| Annual return | 14.91% | 18.59%-3.7pp | 37.78%-22.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,075 | $1,413-23.9% | $2,356-54.4% | $2,565-58.1% |
| Participant deferral / active EE | $3,946 | $2,894+36.4% | $3,849+2.5% | $3,952-0.1% |
| Admin fee / account holder | $1,049 | $4,997-79.0% | $6,181-83.0% | $6,260-83.2% |