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 | $139,054 | $65,365+112.7% | $92,893+49.7% | $72,985+90.5% |
| Participation rate | 65.7% | 68.3%-2.6pp | 76.0%-10.3pp | 69.5%-3.8pp |
| Annual return | 20.51% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,844 | $2,594-28.9% | $3,653-49.5% | $2,440-24.4% |
| Participant deferral / active EE | $5,107 | $3,128+63.2% | $4,236+20.5% | $3,607+41.6% |
| Admin fee / account holder | $805 | $4,251-81.1% | $5,794-86.1% | $5,124-84.3% |