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 | $121,144 | $49,922+142.7% | $80,569+50.4% | $75,163+61.2% |
| Participation rate | 62.2% | 55.3%+6.9pp | 67.0%-4.8pp | 67.2%-5.0pp |
| Annual return | 17.33% | 34.69%-17.4pp | 935.43%-918.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,960 | $1,698+15.4% | $2,723-28.0% | $2,670-26.6% |
| Participant deferral / active EE | $4,009 | $2,990+34.1% | $4,447-9.9% | $4,125-2.8% |
| Admin fee / account holder | $2,902 | $3,577-18.9% | $5,377-46.0% | $5,651-48.6% |