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 | $124,438 | $57,281+117.2% | $86,612+43.7% | $75,163+65.6% |
| Participation rate | 63.9% | 63.2%+0.7pp | 71.7%-7.8pp | 67.2%-3.3pp |
| Annual return | 14.83% | 2670.75%-2655.9pp | 591.07%-576.2pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,373 | $2,314+45.7% | $3,022+11.6% | $2,670+26.3% |
| Participant deferral / active EE | $3,432 | $3,318+3.4% | $4,438-22.7% | $4,125-16.8% |
| Admin fee / account holder | $5,385 | $4,112+31.0% | $5,614-4.1% | $5,651-4.7% |