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 | $204,158 | $65,561+211.4% | $86,188+136.9% | $75,163+171.6% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 15.97% | 46.05%-30.1pp | 1168.45%-1152.5pp | 160.62%-144.6pp |
| Employer contribution / active EE | $670 | $1,553-56.8% | $2,380-71.8% | $2,670-74.9% |
| Participant deferral / active EE | $5,061 | $3,024+67.4% | $3,985+27.0% | $4,125+22.7% |
| Admin fee / account holder | $15,359 | $5,474+180.6% | $6,852+124.2% | $5,651+171.8% |