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 | $141,994 | $89,355+58.9% | $141,162+0.6% | $72,985+94.6% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 21.66% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,265 | $3,114-59.4% | $4,735-73.3% | $2,440-48.2% |
| Participant deferral / active EE | $3,609 | $5,418-33.4% | $6,709-46.2% | $3,607+0.1% |
| Admin fee / account holder | $1,152 | $5,958-80.7% | $10,261-88.8% | $5,124-77.5% |