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 | $109,018 | $59,417+83.5% | $93,606+16.5% | $74,495+46.3% |
| Participation rate | 56.5% | 59.7%-3.2pp | 68.7%-12.2pp | 67.2%-10.7pp |
| Annual return | 13.48% | 81.83%-68.4pp | 133.20%-119.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,244 | $1,264-1.6% | $2,420-48.6% | $2,623-52.6% |
| Participant deferral / active EE | $2,400 | $3,050-21.3% | $4,411-45.6% | $4,346-44.8% |
| Admin fee / account holder | $2,623 | $3,021-13.2% | $8,285-68.3% | $1,942+35.1% |