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 4-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 | $103,116 | $65,561+57.3% | $86,188+19.6% | $75,163+37.2% |
| Participation rate | 68.9% | 60.5%+8.4pp | 69.0%-0.1pp | 67.2%+1.7pp |
| Annual return | 196.07% | 46.05%+150.0pp | 1168.45%-972.4pp | 160.62%+35.5pp |
| Employer contribution / active EE | $3,695 | $1,553+138.0% | $2,380+55.3% | $2,670+38.4% |
| Participant deferral / active EE | $6,051 | $3,024+100.1% | $3,985+51.8% | $4,125+46.7% |
| Admin fee / account holder | $5,094 | $5,474-6.9% | $6,852-25.7% | $5,651-9.9% |