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 | $171,107 | $64,839+163.9% | $95,585+79.0% | $84,808+101.8% |
| Participation rate | 67.9% | 63.8%+4.1pp | 72.1%-4.2pp | 68.3%-0.4pp |
| Annual return | 16.76% | -670.96%+687.7pp | 38.56%-21.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,453 | $1,759+39.4% | $2,527-2.9% | $2,631-6.8% |
| Participant deferral / active EE | $5,385 | $2,965+81.6% | $4,023+33.9% | $4,212+27.9% |
| Admin fee / account holder | $8,958 | $5,964+50.2% | $6,127+46.2% | $7,344+22.0% |