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 | $168,699 | $78,672+114.4% | $109,143+54.6% | $85,850+96.5% |
| Participation rate | 64.3% | 68.3%-4.0pp | 75.9%-11.6pp | 69.3%-5.0pp |
| Annual return | 20.67% | 25.09%-4.4pp | 25.75%-5.1pp | 318.53%-297.9pp |
| Employer contribution / active EE | $2,343 | $2,735-14.3% | $3,722-37.0% | $2,565-8.7% |
| Participant deferral / active EE | $4,383 | $3,467+26.4% | $4,653-5.8% | $3,952+10.9% |
| Admin fee / account holder | $19,054 | $5,469+248.4% | $6,752+182.2% | $6,260+204.4% |