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 | $134,665 | $91,552+47.1% | $133,956+0.5% | $79,858+68.6% |
| Participation rate | 63.0% | 73.3%-10.3pp | 79.8%-16.8pp | 69.6%-6.6pp |
| Annual return | 15.80% | 61.85%-46.0pp | 45.09%-29.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,485 | $2,384+46.2% | $3,919-11.1% | $2,471+41.0% |
| Participant deferral / active EE | $5,469 | $3,733+46.5% | $5,048+8.3% | $3,740+46.2% |
| Admin fee / account holder | $1,288 | $6,321-79.6% | $8,927-85.6% | $5,306-75.7% |