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 | $169,828 | $60,022+182.9% | $88,946+90.9% | $84,808+100.3% |
| Participation rate | 27.3% | 57.8%-30.6pp | 68.8%-41.6pp | 68.3%-41.0pp |
| Annual return | 20.22% | 22.43%-2.2pp | 57.82%-37.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,967 | $1,703+74.2% | $2,555+16.1% | $2,631+12.8% |
| Participant deferral / active EE | $4,150 | $3,114+33.3% | $4,581-9.4% | $4,212-1.5% |
| Admin fee / account holder | $1,510 | $4,811-68.6% | $8,261-81.7% | $7,344-79.4% |