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 | $160,665 | $86,929+84.8% | $102,423+56.9% | $80,856+98.7% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.6%+2.1pp |
| Annual return | 11.52% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $5,784 | $2,369+144.1% | $3,023+91.3% | $2,755+110.0% |
| Participant deferral / active EE | $5,873 | $4,118+42.6% | $5,053+16.2% | $4,296+36.7% |
| Admin fee / account holder | $2,558 | $8,049-68.2% | $9,451-72.9% | $6,918-63.0% |