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 | $152,861 | $70,428+117.0% | $96,562+58.3% | $85,850+78.1% |
| Participation rate | 58.2% | 61.8%-3.6pp | 69.8%-11.6pp | 69.3%-11.1pp |
| Annual return | 14.36% | 18.59%-4.2pp | 37.78%-23.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $532 | $1,413-62.3% | $2,356-77.4% | $2,565-79.2% |
| Participant deferral / active EE | $2,880 | $2,894-0.5% | $3,849-25.2% | $3,952-27.1% |
| Admin fee / account holder | $6,251 | $4,997+25.1% | $6,181+1.1% | $6,260-0.1% |