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 | $113,884 | $65,409+74.1% | $98,442+15.7% | $85,850+32.7% |
| Participation rate | 64.4% | 65.0%-0.6pp | 73.3%-8.9pp | 69.3%-4.9pp |
| Annual return | 16.61% | 21.76%-5.1pp | 1492.73%-1476.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,750 | $2,168-19.3% | $2,960-40.9% | $2,565-31.8% |
| Participant deferral / active EE | $5,450 | $3,166+72.1% | $4,276+27.5% | $3,952+37.9% |
| Admin fee / account holder | $9,831 | $4,593+114.1% | $5,949+65.3% | $6,260+57.1% |