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 | $172,699 | $81,460+112.0% | $103,333+67.1% | $80,856+113.6% |
| Participation rate | 67.7% | 66.8%+0.9pp | 74.5%-6.8pp | 67.6%+0.1pp |
| Annual return | 18.55% | 25.55%-7.0pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,902 | $3,105-38.8% | $3,868-50.8% | $2,755-31.0% |
| Participant deferral / active EE | $6,963 | $3,869+80.0% | $5,057+37.7% | $4,296+62.1% |
| Admin fee / account holder | $19,388 | $6,566+195.3% | $8,355+132.1% | $6,918+180.3% |