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 | $111,274 | $65,365+70.2% | $92,893+19.8% | $72,985+52.5% |
| Participation rate | 61.4% | 68.3%-6.9pp | 76.0%-14.6pp | 69.5%-8.1pp |
| Annual return | 19.19% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,024 | $2,594+16.6% | $3,653-17.2% | $2,440+23.9% |
| Participant deferral / active EE | $5,421 | $3,128+73.3% | $4,236+28.0% | $3,607+50.3% |
| Admin fee / account holder | $13,559 | $4,251+218.9% | $5,794+134.0% | $5,124+164.6% |