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 | $151,359 | $65,561+130.9% | $86,188+75.6% | $75,163+101.4% |
| Participation rate | 65.9% | 60.5%+5.4pp | 69.0%-3.0pp | 67.2%-1.3pp |
| Annual return | 19.55% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,536 | $1,553-1.1% | $2,380-35.5% | $2,670-42.5% |
| Participant deferral / active EE | $5,205 | $3,024+72.1% | $3,985+30.6% | $4,125+26.2% |
| Admin fee / account holder | $3,320 | $5,474-39.4% | $6,852-51.5% | $5,651-41.3% |