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 | $172,494 | $39,798+333.4% | $67,711+154.8% | $59,632+189.3% |
| Participation rate | 63.9% | 57.4%+6.5pp | 67.5%-3.6pp | 68.7%-4.8pp |
| Annual return | 18.07% | 89.94%-71.9pp | 25.41%-7.3pp | 2041.28%-2023.2pp |
| Employer contribution / active EE | $1,033 | $1,393-25.9% | $2,559-59.6% | $2,203-53.1% |
| Participant deferral / active EE | $4,437 | $2,335+90.0% | $3,585+23.8% | $3,192+39.0% |
| Admin fee / account holder | $687 | $3,212-78.6% | $4,255-83.9% | $4,297-84.0% |