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 | $124,126 | $65,561+89.3% | $86,188+44.0% | $75,163+65.1% |
| Participation rate | 57.5% | 60.5%-3.0pp | 69.0%-11.5pp | 67.2%-9.7pp |
| Annual return | 15.17% | 46.05%-30.9pp | 1168.45%-1153.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,511 | $1,553+126.1% | $2,380+47.5% | $2,670+31.5% |
| Participant deferral / active EE | $7,689 | $3,024+154.3% | $3,985+92.9% | $4,125+86.4% |
| Admin fee / account holder | $12,038 | $5,474+119.9% | $6,852+75.7% | $5,651+113.0% |