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 4-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 | $135,153 | $65,561+106.1% | $86,188+56.8% | $75,163+79.8% |
| Participation rate | 68.0% | 60.5%+7.5pp | 69.0%-1.0pp | 67.2%+0.8pp |
| Annual return | 30.70% | 46.05%-15.4pp | 1168.45%-1137.8pp | 160.62%-129.9pp |
| Employer contribution / active EE | $2,896 | $1,553+86.5% | $2,380+21.7% | $2,670+8.5% |
| Participant deferral / active EE | $4,146 | $3,024+37.1% | $3,985+4.0% | $4,125+0.5% |
| Admin fee / account holder | $4,510 | $5,474-17.6% | $6,852-34.2% | $5,651-20.2% |