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 | $214,822 | $157,256+36.6% | $141,162+52.2% | $152,861+40.5% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.4%-13.2pp |
| Annual return | 18.25% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,014 | $5,261-42.7% | $4,735-36.3% | $4,762-36.7% |
| Participant deferral / active EE | $8,838 | $7,109+24.3% | $6,709+31.7% | $5,850+51.1% |
| Admin fee / account holder | $5,021 | $12,120-58.6% | $10,261-51.1% | $11,596-56.7% |