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 | $139,577 | $70,606+97.7% | $53,898+159.0% | $142,382-2.0% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 11.98% | 619.81%-607.8pp | 528.60%-516.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $727 | $1,202-39.6% | $932-22.0% | $4,299-83.1% |
| Participant deferral / active EE | $3,724 | $2,364+57.5% | $1,826+103.9% | $6,507-42.8% |
| Admin fee / account holder | $2,237 | $2,852-21.5% | $2,491-10.2% | $12,624-82.3% |