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 | $174,396 | $59,101+195.1% | $77,163+126.0% | $75,163+132.0% |
| Participation rate | 69.0% | 63.9%+5.1pp | 69.6%-0.6pp | 67.2%+1.8pp |
| Annual return | 15.42% | 26.71%-11.3pp | 37.87%-22.5pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,430 | $1,995+21.8% | $2,535-4.1% | $2,670-9.0% |
| Participant deferral / active EE | $5,679 | $2,999+89.3% | $3,833+48.1% | $4,125+37.7% |
| Admin fee / account holder | $2,980 | $4,774-37.6% | $5,472-45.6% | $5,651-47.3% |