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 8-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 | $240,673 | $66,402+262.4% | $109,895+119.0% | $85,850+180.3% |
| Participation rate | 67.9% | 63.9%+4.0pp | 74.2%-6.4pp | 69.3%-1.5pp |
| Annual return | 17.56% | 19.59%-2.0pp | 29.45%-11.9pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,339 | $1,687+38.6% | $2,842-17.7% | $2,565-8.8% |
| Participant deferral / active EE | $6,341 | $2,842+123.1% | $4,048+56.6% | $3,952+60.5% |
| Admin fee / account holder | $2,447 | $4,557-46.3% | $6,066-59.7% | $6,260-60.9% |