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 | $102,943 | $39,019+163.8% | $80,716+27.5% | $85,850+19.9% |
| Participation rate | 64.4% | 41.5%+22.9pp | 54.2%+10.3pp | 69.3%-4.9pp |
| Annual return | 13.86% | 26.27%-12.4pp | 87.28%-73.4pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,293 | $722+217.6% | $1,160+97.6% | $2,565-10.6% |
| Participant deferral / active EE | $4,720 | $1,326+256.1% | $2,146+120.0% | $3,952+19.5% |
| Admin fee / account holder | $809 | $2,431-66.7% | $3,380-76.1% | $6,260-87.1% |