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 | $176,821 | $118,427+49.3% | $66,042+167.7% | $142,382+24.2% |
| Participation rate | 61.1% | 68.1%-7.0pp | 67.5%-6.4pp | 80.1%-19.0pp |
| Annual return | 11.23% | 35.57%-24.3pp | 52.11%-40.9pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,692 | $2,570+4.8% | $1,579+70.4% | $4,299-37.4% |
| Participant deferral / active EE | $6,689 | $4,311+55.2% | $2,835+135.9% | $6,507+2.8% |
| Admin fee / account holder | $17,287 | $9,593+80.2% | $5,747+200.8% | $12,624+36.9% |