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 | $95,555 | $65,561+45.7% | $86,188+10.9% | $75,163+27.1% |
| Participation rate | 46.7% | 60.5%-13.8pp | 69.0%-22.3pp | 67.2%-20.5pp |
| Annual return | 15.78% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,910 | $1,553+23.0% | $2,380-19.8% | $2,670-28.5% |
| Participant deferral / active EE | $5,268 | $3,024+74.2% | $3,985+32.2% | $4,125+27.7% |
| Admin fee / account holder | $11,436 | $5,474+108.9% | $6,852+66.9% | $5,651+102.4% |