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 | $173,165 | $56,053+208.9% | $75,972+127.9% | $80,856+114.2% |
| Participation rate | 66.7% | 62.0%+4.6pp | 69.1%-2.4pp | 67.6%-1.0pp |
| Annual return | 18.57% | 20.53%-2.0pp | 359.55%-341.0pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,808 | $1,874+49.8% | $2,685+4.6% | $2,755+1.9% |
| Participant deferral / active EE | $4,679 | $3,052+53.3% | $4,255+9.9% | $4,296+8.9% |
| Admin fee / account holder | $4,113 | $5,234-21.4% | $6,467-36.4% | $6,918-40.6% |