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 | $118,126 | $65,561+80.2% | $86,188+37.1% | $75,163+57.2% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 18.55% | 46.05%-27.5pp | 1168.45%-1149.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,954 | $1,553+25.8% | $2,380-17.9% | $2,670-26.8% |
| Participant deferral / active EE | $3,623 | $3,024+19.8% | $3,985-9.1% | $4,125-12.2% |
| Admin fee / account holder | $10,801 | $5,474+97.3% | $6,852+57.6% | $5,651+91.1% |