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 | $165,769 | $81,248+104.0% | $155,509+6.6% | $80,856+105.0% |
| Participation rate | 67.5% | 66.2%+1.3pp | 78.2%-10.7pp | 67.6%-0.1pp |
| Annual return | 17.28% | 33.31%-16.0pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,185 | $3,100+2.7% | $4,672-31.8% | $2,755+15.6% |
| Participant deferral / active EE | $4,584 | $3,452+32.8% | $5,626-18.5% | $4,296+6.7% |
| Admin fee / account holder | $15,821 | $7,997+97.8% | $15,912-0.6% | $6,918+128.7% |