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 | $173,595 | $117,983+47.1% | $101,794+70.5% | $142,382+21.9% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.2%-16.6pp | 80.1%-27.5pp |
| Annual return | 12.37% | 36.92%-24.5pp | 30.53%-18.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,081 | $2,773-61.0% | $2,289-52.8% | $4,299-74.9% |
| Participant deferral / active EE | $5,016 | $4,714+6.4% | $4,084+22.8% | $6,507-22.9% |
| Admin fee / account holder | $3,020 | $10,433-71.1% | $8,777-65.6% | $12,624-76.1% |