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 | $111,205 | $65,561+69.6% | $86,188+29.0% | $75,163+48.0% |
| Participation rate | 55.6% | 60.5%-4.9pp | 69.0%-13.4pp | 67.2%-11.6pp |
| Annual return | 20.21% | 46.05%-25.8pp | 1168.45%-1148.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $914 | $1,553-41.1% | $2,380-61.6% | $2,670-65.8% |
| Participant deferral / active EE | $3,198 | $3,024+5.8% | $3,985-19.8% | $4,125-22.5% |
| Admin fee / account holder | $5,360 | $5,474-2.1% | $6,852-21.8% | $5,651-5.2% |