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 | $161,512 | $73,933+118.5% | $96,683+67.1% | $75,163+114.9% |
| Participation rate | 63.5% | 66.4%-2.9pp | 74.3%-10.9pp | 67.2%-3.7pp |
| Annual return | 22.28% | 26.70%-4.4pp | 35.69%-13.4pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,670 | $2,928-43.0% | $3,737-55.3% | $2,670-37.5% |
| Participant deferral / active EE | $6,033 | $3,659+64.9% | $4,878+23.7% | $4,125+46.3% |
| Admin fee / account holder | $9,895 | $5,216+89.7% | $6,730+47.0% | $5,651+75.1% |