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 | $132,229 | $65,409+102.2% | $98,442+34.3% | $85,850+54.0% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.3%-9.3pp |
| Annual return | 26.06% | 21.76%+4.3pp | 1492.73%-1466.7pp | 318.53%-292.5pp |
| Employer contribution / active EE | $1,555 | $2,168-28.3% | $2,960-47.5% | $2,565-39.4% |
| Participant deferral / active EE | $2,829 | $3,166-10.7% | $4,276-33.8% | $3,952-28.4% |
| Admin fee / account holder | $381 | $4,593-91.7% | $5,949-93.6% | $6,260-93.9% |