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 | $232,320 | $117,983+96.9% | $101,794+128.2% | $142,382+63.2% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.2%-16.2pp | 80.1%-27.2pp |
| Annual return | 18.03% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,196 | $2,773-56.9% | $2,289-47.7% | $4,299-72.2% |
| Participant deferral / active EE | $4,184 | $4,714-11.2% | $4,084+2.4% | $6,507-35.7% |
| Admin fee / account holder | $2,749 | $10,433-73.7% | $8,777-68.7% | $12,624-78.2% |