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 | $125,126 | $65,409+91.3% | $98,442+27.1% | $85,850+45.8% |
| Participation rate | 64.5% | 65.0%-0.5pp | 73.3%-8.8pp | 69.3%-4.8pp |
| Annual return | 17.42% | 21.76%-4.3pp | 1492.73%-1475.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $363 | $2,168-83.2% | $2,960-87.7% | $2,565-85.8% |
| Participant deferral / active EE | $2,952 | $3,166-6.8% | $4,276-31.0% | $3,952-25.3% |
| Admin fee / account holder | $2,507 | $4,593-45.4% | $5,949-57.9% | $6,260-59.9% |