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 | $116,174 | $57,016+103.8% | $84,966+36.7% | $80,856+43.7% |
| Participation rate | 69.4% | 56.3%+13.1pp | 67.5%+1.9pp | 67.6%+1.8pp |
| Annual return | 44.82% | 21.66%+23.2pp | 66.38%-21.6pp | 35.59%+9.2pp |
| Employer contribution / active EE | $1,413 | $1,798-21.4% | $2,727-48.2% | $2,755-48.7% |
| Participant deferral / active EE | $10,054 | $3,110+223.3% | $4,519+122.5% | $4,296+134.0% |
| Admin fee / account holder | $10,568 | $4,980+112.2% | $6,149+71.9% | $6,918+52.8% |