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 | $166,597 | $86,922+91.7% | $102,438+62.6% | $80,874+106.0% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.6%+1.1pp |
| Annual return | 18.69% | 18.90%-0.2pp | 29.37%-10.7pp | 35.62%-16.9pp |
| Employer contribution / active EE | $2,873 | $2,369+21.2% | $3,024-5.0% | $2,756+4.3% |
| Participant deferral / active EE | $7,188 | $4,119+74.5% | $5,054+42.2% | $4,297+67.3% |
| Admin fee / account holder | $13,281 | $8,050+65.0% | $9,448+40.6% | $6,935+91.5% |