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 | $121,187 | $60,892+99.0% | $82,389+47.1% | $84,808+42.9% |
| Participation rate | 54.7% | 63.3%-8.6pp | 69.5%-14.9pp | 68.3%-13.7pp |
| Annual return | 15.77% | 37.29%-21.5pp | 28.67%-12.9pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,839 | $1,779+59.6% | $2,517+12.8% | $2,631+7.9% |
| Participant deferral / active EE | $6,626 | $3,179+108.4% | $4,155+59.5% | $4,212+57.3% |
| Admin fee / account holder | $4,451 | $5,467-18.6% | $7,231-38.4% | $7,344-39.4% |