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 | $224,503 | $157,256+42.8% | $141,162+59.0% | $152,861+46.9% |
| Participation rate | 40.9% | 84.8%-43.9pp | 82.5%-41.6pp | 82.4%-41.5pp |
| Annual return | 24.08% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,438 | $5,261-53.7% | $4,735-48.5% | $4,762-48.8% |
| Participant deferral / active EE | $6,311 | $7,109-11.2% | $6,709-5.9% | $5,850+7.9% |
| Admin fee / account holder | $13,570 | $12,120+12.0% | $10,261+32.2% | $11,596+17.0% |