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 | $106,788 | $79,694+34.0% | $96,139+11.1% | $79,386+34.5% |
| Participation rate | 69.3% | 54.0%+15.3pp | 68.4%+0.9pp | 70.7%-1.4pp |
| Annual return | 15.53% | 40.84%-25.3pp | 191.94%-176.4pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,718 | $1,443+19.0% | $2,797-38.6% | $2,427-29.2% |
| Participant deferral / active EE | $5,920 | $2,539+133.2% | $4,349+36.1% | $4,046+46.3% |
| Admin fee / account holder | $5,037 | $630+699.4% | $5,537-9.0% | $626+704.1% |