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 | $103,230 | $81,208+27.1% | $98,907+4.4% | $79,858+29.3% |
| Participation rate | 40.9% | 72.5%-31.6pp | 76.0%-35.1pp | 69.6%-28.7pp |
| Annual return | 19.71% | 60.99%-41.3pp | 196.43%-176.7pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,260 | $1,960-35.7% | $2,689-53.1% | $2,471-49.0% |
| Participant deferral / active EE | $3,185 | $3,265-2.4% | $4,244-24.9% | $3,740-14.8% |
| Admin fee / account holder | $2,547 | $6,013-57.6% | $6,642-61.6% | $5,306-52.0% |