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 | $154,035 | $43,723+252.3% | $121,196+27.1% | $64,186+140.0% |
| Participation rate | 62.8% | 58.3%+4.5pp | 71.7%-9.0pp | 69.6%-6.8pp |
| Annual return | -7.60% | 68.91%-76.5pp | 16.93%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $5,047 | $1,296+289.4% | $4,022+25.5% | $2,381+112.0% |
| Participant deferral / active EE | $8,792 | $2,280+285.6% | $3,344+162.9% | $3,470+153.4% |
| Admin fee / account holder | $1,099 | $3,501-68.6% | $5,019-78.1% | $4,888-77.5% |