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 | $108,042 | $65,561+64.8% | $86,188+25.4% | $75,163+43.7% |
| Participation rate | 68.3% | 60.5%+7.8pp | 69.0%-0.7pp | 67.2%+1.1pp |
| Annual return | 17.36% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,138 | $1,553+102.1% | $2,380+31.8% | $2,670+17.5% |
| Participant deferral / active EE | $5,767 | $3,024+90.7% | $3,985+44.7% | $4,125+39.8% |
| Admin fee / account holder | $1,701 | $5,474-68.9% | $6,852-75.2% | $5,651-69.9% |