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 | $146,820 | $43,075+240.9% | $74,583+96.9% | $62,891+133.5% |
| Participation rate | 67.2% | 58.1%+9.1pp | 68.1%-0.9pp | 69.3%-2.1pp |
| Annual return | 11.03% | 17.50%-6.5pp | 20.47%-9.4pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,268 | $1,498-15.3% | $2,525-49.8% | $2,281-44.4% |
| Participant deferral / active EE | $4,958 | $2,389+107.5% | $3,458+43.4% | $3,203+54.8% |
| Admin fee / account holder | $1,148 | $2,840-59.6% | $4,138-72.2% | $4,296-73.3% |