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 | $142,792 | $86,286+65.5% | $111,297+28.3% | $85,850+66.3% |
| Participation rate | 64.8% | 73.3%-8.5pp | 77.3%-12.5pp | 69.3%-4.5pp |
| Annual return | 11.81% | 19.99%-8.2pp | 54.65%-42.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,624 | $2,043-20.5% | $2,731-40.5% | $2,565-36.7% |
| Participant deferral / active EE | $5,711 | $3,641+56.9% | $4,487+27.3% | $3,952+44.5% |
| Admin fee / account holder | $3,364 | $8,188-58.9% | $7,964-57.8% | $6,260-46.3% |