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 | $187,143 | $85,766+118.2% | $136,294+37.3% | $70,131+166.8% |
| Participation rate | 69.4% | 74.2%-4.8pp | 81.9%-12.6pp | 69.5%-0.2pp |
| Annual return | 16.48% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,647 | $2,966-10.7% | $4,695-43.6% | $2,342+13.0% |
| Participant deferral / active EE | $7,318 | $5,051+44.9% | $6,247+17.1% | $3,332+119.7% |
| Admin fee / account holder | $10,178 | $5,420+87.8% | $9,243+10.1% | $4,645+119.1% |