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 | $227,560 | $95,416+138.5% | $185,823+22.5% | $85,850+165.1% |
| Participation rate | 67.7% | 68.8%-1.0pp | 81.7%-14.0pp | 69.3%-1.6pp |
| Annual return | 15.61% | 23.59%-8.0pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,569 | $3,314-52.7% | $5,167-69.6% | $2,565-38.8% |
| Participant deferral / active EE | $4,351 | $3,423+27.1% | $5,568-21.9% | $3,952+10.1% |
| Admin fee / account holder | $4,712 | $7,213-34.7% | $16,237-71.0% | $6,260-24.7% |