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 | $136,962 | $118,680+15.4% | $98,907+38.5% | $158,922-13.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 10.70% | 372.35%-361.6pp | 196.43%-185.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,396 | $3,333-58.1% | $2,689-48.1% | $4,761-70.7% |
| Participant deferral / active EE | $6,712 | $5,088+31.9% | $4,244+58.1% | $5,982+12.2% |
| Admin fee / account holder | $13,687 | $10,131+35.1% | $6,642+106.1% | $11,246+21.7% |