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 | $137,156 | $86,286+59.0% | $111,297+23.2% | $85,850+59.8% |
| Participation rate | 65.2% | 73.3%-8.2pp | 77.3%-12.2pp | 69.3%-4.2pp |
| Annual return | 11.94% | 19.99%-8.0pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,228 | $2,043+9.1% | $2,731-18.4% | $2,565-13.1% |
| Participant deferral / active EE | $3,135 | $3,641-13.9% | $4,487-30.1% | $3,952-20.7% |
| Admin fee / account holder | $22,793 | $8,188+178.4% | $7,964+186.2% | $6,260+264.1% |