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 | $177,087 | $81,248+118.0% | $155,509+13.9% | $80,856+119.0% |
| Participation rate | 67.1% | 66.2%+0.9pp | 78.2%-11.1pp | 67.6%-0.5pp |
| Annual return | 11.12% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,586 | $3,100+15.7% | $4,672-23.2% | $2,755+30.2% |
| Participant deferral / active EE | $5,937 | $3,452+72.0% | $5,626+5.5% | $4,296+38.2% |
| Admin fee / account holder | $34,180 | $7,997+327.4% | $15,912+114.8% | $6,918+394.1% |