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 | $168,606 | $45,343+271.8% | $150,298+12.2% | $67,986+148.0% |
| Participation rate | 52.8% | 51.9%+0.9pp | 77.8%-25.0pp | 57.2%-4.4pp |
| Annual return | 16.21% | 33.28%-17.1pp | 62.79%-46.6pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,955 | $1,462+33.7% | $4,154-52.9% | $2,019-3.2% |
| Participant deferral / active EE | $4,050 | $2,055+97.1% | $5,453-25.7% | $3,358+20.6% |
| Admin fee / account holder | $4,475 | $2,250+98.9% | $14,116-68.3% | $3,203+39.7% |