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 | $144,334 | $57,541+150.8% | $95,745+50.7% | $75,163+92.0% |
| Participation rate | 61.5% | 62.5%-1.0pp | 72.3%-10.7pp | 67.2%-5.7pp |
| Annual return | 15.05% | 34.93%-19.9pp | 28.35%-13.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4,091 | $1,808+126.3% | $2,835+44.3% | $2,670+53.2% |
| Participant deferral / active EE | $4,694 | $3,074+52.7% | $4,245+10.6% | $4,125+13.8% |
| Admin fee / account holder | $6,437 | $4,099+57.0% | $5,678+13.4% | $5,651+13.9% |