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 | $169,128 | $109,881+53.9% | $150,045+12.7% | $84,808+99.4% |
| Participation rate | 67.7% | 76.1%-8.3pp | 82.3%-14.6pp | 68.3%-0.6pp |
| Annual return | 16.62% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,249 | $3,561-8.8% | $4,693-30.8% | $2,631+23.5% |
| Participant deferral / active EE | $9,949 | $6,636+49.9% | $7,997+24.4% | $4,212+136.2% |
| Admin fee / account holder | $5,359 | $8,568-37.5% | $13,435-60.1% | $7,344-27.0% |