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 | $139,112 | $29,660+369.0% | $56,411+146.6% | $80,856+72.0% |
| Participation rate | 48.3% | 41.6%+6.6pp | 52.5%-4.2pp | 67.6%-19.4pp |
| Annual return | 12.95% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,394 | $669+108.2% | $1,039+34.2% | $2,755-49.4% |
| Participant deferral / active EE | $3,563 | $1,226+190.6% | $1,952+82.6% | $4,296-17.1% |
| Admin fee / account holder | $4,073 | $2,428+67.8% | $2,829+44.0% | $6,918-41.1% |