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 | $222,388 | $51,638+330.7% | $68,368+225.3% | $82,448+169.7% |
| Participation rate | 64.9% | 63.6%+1.3pp | 73.8%-8.8pp | 68.1%-3.1pp |
| Annual return | 15.89% | 37.53%-21.6pp | 292.57%-276.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,891 | $2,047+41.3% | $2,649+9.1% | $2,551+13.3% |
| Participant deferral / active EE | $8,322 | $2,914+185.6% | $4,123+101.9% | $4,139+101.1% |
| Admin fee / account holder | $4,934 | $4,643+6.3% | $5,150-4.2% | $7,234-31.8% |