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 | $109,594 | $49,922+119.5% | $80,569+36.0% | $75,163+45.8% |
| Participation rate | 63.7% | 55.3%+8.4pp | 67.0%-3.3pp | 67.2%-3.5pp |
| Annual return | 18.90% | 34.69%-15.8pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,962 | $1,698+15.6% | $2,723-27.9% | $2,670-26.5% |
| Participant deferral / active EE | $4,797 | $2,990+60.4% | $4,447+7.9% | $4,125+16.3% |
| Admin fee / account holder | $4,016 | $3,577+12.3% | $5,377-25.3% | $5,651-28.9% |