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 | $242,652 | $89,753+170.4% | $107,525+125.7% | $84,808+186.1% |
| Participation rate | 69.2% | 68.1%+1.2pp | 75.1%-5.8pp | 68.3%+0.9pp |
| Annual return | 16.20% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,316 | $3,113+38.6% | $3,754+15.0% | $2,631+64.1% |
| Participant deferral / active EE | $9,269 | $4,056+128.5% | $5,116+81.2% | $4,212+120.1% |
| Admin fee / account holder | $102,970 | $7,222+1325.8% | $8,919+1054.5% | $7,344+1302.1% |