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 | $232,145 | $65,561+254.1% | $86,188+169.3% | $75,163+208.9% |
| Participation rate | 61.3% | 60.5%+0.8pp | 69.0%-7.7pp | 67.2%-5.9pp |
| Annual return | 16.59% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,063 | $1,553+32.9% | $2,380-13.3% | $2,670-22.7% |
| Participant deferral / active EE | $4,312 | $3,024+42.6% | $3,985+8.2% | $4,125+4.5% |
| Admin fee / account holder | $2,384 | $5,474-56.4% | $6,852-65.2% | $5,651-57.8% |