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 | $164,046 | $58,234+181.7% | $81,783+100.6% | $80,874+102.8% |
| Participation rate | 68.9% | 63.4%+5.5pp | 72.4%-3.4pp | 67.6%+1.3pp |
| Annual return | 12.97% | 41.70%-28.7pp | 775.05%-762.1pp | 35.62%-22.6pp |
| Employer contribution / active EE | $5,548 | $2,341+137.0% | $2,913+90.5% | $2,756+101.3% |
| Participant deferral / active EE | $6,206 | $3,283+89.0% | $4,320+43.6% | $4,297+44.4% |
| Admin fee / account holder | $16,672 | $4,982+234.7% | $7,380+125.9% | $6,935+140.4% |