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 | $179,565 | $81,248+121.0% | $155,509+15.5% | $80,856+122.1% |
| Participation rate | 67.1% | 66.2%+0.9pp | 78.2%-11.1pp | 67.6%-0.5pp |
| Annual return | 10.95% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,763 | $3,100-10.9% | $4,672-40.9% | $2,755+0.3% |
| Participant deferral / active EE | $5,388 | $3,452+56.1% | $5,626-4.2% | $4,296+25.4% |
| Admin fee / account holder | $6,879 | $7,997-14.0% | $15,912-56.8% | $6,918-0.6% |