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 | $119,190 | $58,208+104.8% | $81,812+45.7% | $80,856+47.4% |
| Participation rate | 69.6% | 63.4%+6.2pp | 72.3%-2.7pp | 67.6%+2.0pp |
| Annual return | 13.51% | 41.66%-28.1pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,888 | $2,340-19.3% | $2,912-35.2% | $2,755-31.5% |
| Participant deferral / active EE | $4,690 | $3,281+43.0% | $4,319+8.6% | $4,296+9.2% |
| Admin fee / account holder | $14,079 | $4,981+182.6% | $7,386+90.6% | $6,918+103.5% |