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 | $219,670 | $117,841+86.4% | $102,423+114.5% | $145,922+50.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.86% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,912 | $3,615-47.1% | $3,023-36.8% | $4,660-59.0% |
| Participant deferral / active EE | $3,945 | $5,731-31.2% | $5,053-21.9% | $6,688-41.0% |
| Admin fee / account holder | $1,442 | $13,326-89.2% | $9,451-84.7% | $13,397-89.2% |