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 9-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 | $183,953 | $64,324+186.0% | $118,925+54.7% | $79,858+130.4% |
| Participation rate | 69.2% | 64.9%+4.4pp | 75.4%-6.2pp | 69.6%-0.4pp |
| Annual return | 12.98% | 86.45%-73.5pp | 35.88%-22.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,914 | $1,836+4.2% | $3,263-41.3% | $2,471-22.5% |
| Participant deferral / active EE | $6,038 | $2,824+113.8% | $4,265+41.6% | $3,740+61.4% |
| Admin fee / account holder | $66,590 | $4,040+1548.3% | $6,581+911.9% | $5,306+1154.9% |