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 | $102,734 | $51,576+99.2% | $129,207-20.5% | $80,856+27.1% |
| Participation rate | 43.2% | 57.0%-13.8pp | 69.6%-26.5pp | 67.6%-24.5pp |
| Annual return | 13.16% | 20.81%-7.7pp | 9417.33%-9404.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,225 | $1,584-22.6% | $4,153-70.5% | $2,755-55.5% |
| Participant deferral / active EE | $2,946 | $2,669+10.4% | $4,168-29.3% | $4,296-31.4% |
| Admin fee / account holder | $4,947 | $4,305+14.9% | $7,715-35.9% | $6,918-28.5% |