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 | $101,535 | $48,570+109.0% | $130,648-22.3% | $72,985+39.1% |
| Participation rate | 63.9% | 58.6%+5.4pp | 71.7%-7.8pp | 69.5%-5.6pp |
| Annual return | 21.87% | 38.63%-16.8pp | 1708.96%-1687.1pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,288 | $1,334-3.5% | $4,092-68.5% | $2,440-47.2% |
| Participant deferral / active EE | $3,122 | $2,384+31.0% | $3,603-13.3% | $3,607-13.5% |
| Admin fee / account holder | $3,799 | $3,549+7.0% | $5,464-30.5% | $5,124-25.9% |