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 | $137,173 | $63,764+115.1% | $81,930+67.4% | $79,858+71.8% |
| Participation rate | 69.2% | 67.5%+1.7pp | 72.0%-2.8pp | 69.6%-0.4pp |
| Annual return | 18.34% | 22.66%-4.3pp | 29.49%-11.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,832 | $1,795+2.0% | $4,310-57.5% | $2,471-25.9% |
| Participant deferral / active EE | $3,545 | $2,780+27.5% | $7,107-50.1% | $3,740-5.2% |
| Admin fee / account holder | $1,312 | $4,426-70.3% | $5,158-74.6% | $5,306-75.3% |