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 | $167,997 | $68,573+145.0% | $120,368+39.6% | $80,874+107.7% |
| Participation rate | 68.5% | 61.6%+6.9pp | 71.9%-3.4pp | 67.6%+0.9pp |
| Annual return | 19.98% | 23.61%-3.6pp | 107.26%-87.3pp | 35.62%-15.6pp |
| Employer contribution / active EE | $3,349 | $2,052+63.2% | $3,465-3.3% | $2,756+21.5% |
| Participant deferral / active EE | $6,645 | $3,174+109.4% | $4,991+33.1% | $4,297+54.6% |
| Admin fee / account holder | $13,159 | $5,734+129.5% | $9,429+39.6% | $6,935+89.7% |