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 | $169,345 | $62,573+170.6% | $85,682+97.6% | $85,850+97.3% |
| Participation rate | 69.5% | 61.1%+8.4pp | 69.9%-0.4pp | 69.3%+0.2pp |
| Annual return | 14.49% | 23.77%-9.3pp | 21.49%-7.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $892 | $1,757-49.2% | $2,618-65.9% | $2,565-65.2% |
| Participant deferral / active EE | $2,057 | $2,802-26.6% | $3,923-47.6% | $3,952-47.9% |
| Admin fee / account holder | $5,093 | $4,640+9.8% | $6,873-25.9% | $6,260-18.6% |