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 | $125,371 | $65,395+91.7% | $182,532-31.3% | $72,985+71.8% |
| Participation rate | 56.8% | 65.4%-8.6pp | 78.0%-21.1pp | 69.5%-12.6pp |
| Annual return | 23.86% | 27.68%-3.8pp | 148.54%-124.7pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,084 | $1,911-43.3% | $4,076-73.4% | $2,440-55.6% |
| Participant deferral / active EE | $5,450 | $3,563+53.0% | $5,524-1.3% | $3,607+51.1% |
| Admin fee / account holder | $5,126 | $4,245+20.8% | $8,592-40.3% | $5,1240% |