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 | $174,988 | $64,839+169.9% | $95,585+83.1% | $84,808+106.3% |
| Participation rate | 66.2% | 63.8%+2.4pp | 72.1%-5.8pp | 68.3%-2.1pp |
| Annual return | 14.64% | -670.96%+685.6pp | 38.56%-23.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,162 | $1,759+79.8% | $2,527+25.2% | $2,631+20.2% |
| Participant deferral / active EE | $6,168 | $2,965+108.0% | $4,023+53.3% | $4,212+46.5% |
| Admin fee / account holder | $27,560 | $5,964+362.1% | $6,127+349.8% | $7,344+275.3% |