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 | $134,065 | $81,208+65.1% | $98,907+35.5% | $79,858+67.9% |
| Participation rate | 58.9% | 72.5%-13.6pp | 76.0%-17.1pp | 69.6%-10.7pp |
| Annual return | 12.67% | 60.99%-48.3pp | 196.43%-183.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,415 | $1,960-27.8% | $2,689-47.4% | $2,471-42.7% |
| Participant deferral / active EE | $4,373 | $3,265+33.9% | $4,244+3.0% | $3,740+16.9% |
| Admin fee / account holder | $7,883 | $6,013+31.1% | $6,642+18.7% | $5,306+48.6% |