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 | $244,551 | $138,347+76.8% | $184,203+32.8% | $80,856+202.5% |
| Participation rate | 69.7% | 83.9%-14.2pp | 86.8%-17.1pp | 67.6%+2.1pp |
| Annual return | 11.94% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,025 | $4,850-58.2% | $6,427-68.5% | $2,755-26.5% |
| Participant deferral / active EE | $8,214 | $7,071+16.2% | $9,131-10.1% | $4,296+91.2% |
| Admin fee / account holder | $20,306 | $10,483+93.7% | $13,901+46.1% | $6,918+193.5% |