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 | $158,943 | $86,929+82.8% | $102,423+55.2% | $80,856+96.6% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.6%-4.1pp |
| Annual return | 13.45% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,998 | $2,369-15.7% | $3,023-33.9% | $2,755-27.5% |
| Participant deferral / active EE | $6,027 | $4,118+46.4% | $5,053+19.3% | $4,296+40.3% |
| Admin fee / account holder | $3,044 | $8,049-62.2% | $9,451-67.8% | $6,918-56.0% |