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 | $158,052 | $57,016+177.2% | $84,966+86.0% | $80,856+95.5% |
| Participation rate | 60.0% | 56.3%+3.7pp | 67.5%-7.5pp | 67.6%-7.6pp |
| Annual return | 14.57% | 21.66%-7.1pp | 66.38%-51.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,692 | $1,798+49.8% | $2,727-1.3% | $2,755-2.3% |
| Participant deferral / active EE | $6,019 | $3,110+93.6% | $4,519+33.2% | $4,296+40.1% |
| Admin fee / account holder | $1,418 | $4,980-71.5% | $6,149-76.9% | $6,918-79.5% |