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 | $154,320 | $72,277+113.5% | $101,248+52.4% | $79,858+93.2% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 16.02% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,188 | $2,692-18.7% | $3,660-40.2% | $2,471-11.4% |
| Participant deferral / active EE | $5,141 | $3,282+56.6% | $4,370+17.6% | $3,740+37.4% |
| Admin fee / account holder | $1,993 | $4,400-54.7% | $5,945-66.5% | $5,306-62.4% |