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 | $176,638 | $78,926+123.8% | $136,749+29.2% | $84,808+108.3% |
| Participation rate | 54.5% | 62.2%-7.6pp | 72.1%-17.6pp | 68.3%-13.8pp |
| Annual return | 17.46% | 18.17%-0.7pp | 24.33%-6.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,125 | $2,134-0.4% | $3,400-37.5% | $2,631-19.2% |
| Participant deferral / active EE | $4,492 | $3,168+41.8% | $4,692-4.3% | $4,212+6.7% |
| Admin fee / account holder | $5,387 | $6,369-15.4% | $11,386-52.7% | $7,344-26.6% |