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 | $166,781 | $109,881+51.8% | $150,045+11.2% | $84,808+96.7% |
| Participation rate | 68.5% | 76.1%-7.6pp | 82.3%-13.8pp | 68.3%+0.2pp |
| Annual return | 16.35% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,223 | $3,561-9.5% | $4,693-31.3% | $2,631+22.5% |
| Participant deferral / active EE | $7,199 | $6,636+8.5% | $7,997-10.0% | $4,212+70.9% |
| Admin fee / account holder | $15,072 | $8,568+75.9% | $13,435+12.2% | $7,344+105.2% |