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 | $189,428 | $117,859+60.7% | $102,438+84.9% | $145,959+29.8% |
| Participation rate | 69.6% | 78.6%-9.0pp | 76.5%-6.9pp | 80.3%-10.7pp |
| Annual return | 26.42% | 31.72%-5.3pp | 29.37%-2.9pp | 561.95%-535.5pp |
| Employer contribution / active EE | $7,258 | $3,615+100.8% | $3,024+140.1% | $4,661+55.7% |
| Participant deferral / active EE | $7,529 | $5,732+31.3% | $5,054+49.0% | $6,689+12.6% |
| Admin fee / account holder | $7,739 | $13,318-41.9% | $9,448-18.1% | $13,398-42.2% |