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 | $227,048 | $64,839+250.2% | $95,585+137.5% | $84,808+167.7% |
| Participation rate | 57.1% | 63.8%-6.7pp | 72.1%-14.9pp | 68.3%-11.2pp |
| Annual return | 13.52% | -670.96%+684.5pp | 38.56%-25.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,089 | $1,759+132.5% | $2,527+61.8% | $2,631+55.4% |
| Participant deferral / active EE | $4,649 | $2,965+56.8% | $4,023+15.6% | $4,212+10.4% |
| Admin fee / account holder | $822 | $5,964-86.2% | $6,127-86.6% | $7,344-88.8% |