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 | $182,175 | $50,972+257.4% | $88,538+105.8% | $72,985+149.6% |
| Participation rate | 65.3% | 63.4%+1.9pp | 68.7%-3.5pp | 69.5%-4.2pp |
| Annual return | 19.25% | 29.62%-10.4pp | 43.64%-24.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,927 | $1,475+98.5% | $2,098+39.5% | $2,440+20.0% |
| Participant deferral / active EE | $5,871 | $2,230+163.3% | $2,914+101.5% | $3,607+62.8% |
| Admin fee / account holder | $28,079 | $3,230+769.3% | $4,310+551.4% | $5,124+448.0% |