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 | $119,386 | $58,208+105.1% | $81,812+45.9% | $80,856+47.7% |
| Participation rate | 65.7% | 63.4%+2.3pp | 72.3%-6.6pp | 67.6%-1.9pp |
| Annual return | 20.68% | 41.66%-21.0pp | 773.79%-753.1pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,936 | $2,340+25.5% | $2,912+0.8% | $2,755+6.6% |
| Participant deferral / active EE | $4,216 | $3,281+28.5% | $4,319-2.4% | $4,296-1.9% |
| Admin fee / account holder | $2,945 | $4,981-40.9% | $7,386-60.1% | $6,918-57.4% |