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 | $175,370 | $83,477+110.1% | $125,175+40.1% | $72,985+140.3% |
| Participation rate | 60.9% | 73.3%-12.4pp | 79.8%-18.8pp | 69.5%-8.5pp |
| Annual return | 27.10% | 25.78%+1.3pp | 43.79%-16.7pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,598 | $2,345-31.9% | $3,865-58.7% | $2,440-34.5% |
| Participant deferral / active EE | $3,757 | $3,585+4.8% | $4,937-23.9% | $3,607+4.1% |
| Admin fee / account holder | $6,455 | $5,517+17.0% | $9,702-33.5% | $5,124+26.0% |