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 | $187,617 | $81,446+130.4% | $103,374+81.5% | $80,874+132.0% |
| Participation rate | 57.5% | 66.9%-9.3pp | 74.5%-17.0pp | 67.6%-10.1pp |
| Annual return | 12.69% | 25.57%-12.9pp | 24.89%-12.2pp | 35.62%-22.9pp |
| Employer contribution / active EE | $5,166 | $3,107+66.3% | $3,869+33.5% | $2,756+87.5% |
| Participant deferral / active EE | $5,911 | $3,870+52.7% | $5,058+16.9% | $4,297+37.6% |
| Admin fee / account holder | $6,751 | $6,715+0.5% | $8,394-19.6% | $6,935-2.7% |