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 | $156,106 | $96,305+62.1% | $80,569+93.8% | $139,434+12.0% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 13.42% | 1350.08%-1336.7pp | 935.43%-922.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,927 | $3,262-40.9% | $2,723-29.2% | $4,751-59.4% |
| Participant deferral / active EE | $10,528 | $5,232+101.2% | $4,447+136.7% | $6,710+56.9% |
| Admin fee / account holder | $1,104 | $6,599-83.3% | $5,377-79.5% | $11,403-90.3% |