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 | $170,032 | $57,016+198.2% | $84,966+100.1% | $80,856+110.3% |
| Participation rate | 57.7% | 56.3%+1.3pp | 67.5%-9.8pp | 67.6%-9.9pp |
| Annual return | 11.06% | 21.66%-10.6pp | 66.38%-55.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,547 | $1,798-13.9% | $2,727-43.3% | $2,755-43.8% |
| Participant deferral / active EE | $6,309 | $3,110+102.9% | $4,519+39.6% | $4,296+46.9% |
| Admin fee / account holder | $8,113 | $4,980+62.9% | $6,149+31.9% | $6,918+17.3% |