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 | $191,365 | $83,477+129.2% | $125,175+52.9% | $72,985+162.2% |
| Participation rate | 52.1% | 73.3%-21.2pp | 79.8%-27.7pp | 69.5%-17.4pp |
| Annual return | 26.25% | 25.78%+0.5pp | 43.79%-17.5pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,867 | $2,345-20.4% | $3,865-51.7% | $2,440-23.5% |
| Participant deferral / active EE | $2,980 | $3,585-16.9% | $4,937-39.6% | $3,607-17.4% |
| Admin fee / account holder | $4,412 | $5,517-20.0% | $9,702-54.5% | $5,124-13.9% |