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 5-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 | $93,590 | $71,050+31.7% | $93,6060% | $80,856+15.7% |
| Participation rate | 38.6% | 60.4%-21.9pp | 68.7%-30.2pp | 67.6%-29.1pp |
| Annual return | 17.80% | 11.26%+6.5pp | 133.20%-115.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,186 | $1,564+39.8% | $2,420-9.7% | $2,755-20.7% |
| Participant deferral / active EE | $7,473 | $4,034+85.3% | $4,411+69.4% | $4,296+74.0% |
| Admin fee / account holder | $11,323 | $6,945+63.0% | $8,285+36.7% | $6,918+63.7% |