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 | $117,480 | $30,400+286.4% | $53,898+118.0% | $84,808+38.5% |
| Participation rate | 58.2% | 46.4%+11.7pp | 55.0%+3.2pp | 68.3%-10.1pp |
| Annual return | 19.34% | 500.19%-480.8pp | 528.60%-509.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,021 | $603+69.4% | $932+9.6% | $2,631-61.2% |
| Participant deferral / active EE | $3,259 | $1,199+171.9% | $1,826+78.4% | $4,212-22.6% |
| Admin fee / account holder | $10,684 | $1,993+436.0% | $2,491+328.9% | $7,344+45.5% |