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 | $179,571 | $99,341+80.8% | $84,750+111.9% | $273,961-34.5% |
| Participation rate | 61.9% | 80.7%-18.8pp | 76.6%-14.7pp | 83.0%-21.1pp |
| Annual return | 6.44% | 22.93%-16.5pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $6,096 | $4,214+44.7% | $3,574+70.5% | $4,869+25.2% |
| Participant deferral / active EE | $6,483 | $4,269+51.9% | $3,712+74.7% | $5,287+22.6% |
| Admin fee / account holder | $7,676 | $6,644+15.5% | $5,332+43.9% | $10,132-24.2% |