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 | $156,174 | $66,402+135.2% | $109,895+42.1% | $85,850+81.9% |
| Participation rate | 63.2% | 63.9%-0.7pp | 74.2%-11.1pp | 69.3%-6.2pp |
| Annual return | 19.34% | 19.59%-0.3pp | 29.45%-10.1pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,574 | $1,687+52.6% | $2,842-9.4% | $2,565+0.4% |
| Participant deferral / active EE | $6,525 | $2,842+129.5% | $4,048+61.2% | $3,952+65.1% |
| Admin fee / account holder | $2,585 | $4,557-43.3% | $6,066-57.4% | $6,260-58.7% |