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 | $146,993 | $65,561+124.2% | $86,188+70.6% | $75,163+95.6% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.0%-11.3pp | 67.2%-9.5pp |
| Annual return | 15.76% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,392 | $1,553+54.1% | $2,380+0.5% | $2,670-10.4% |
| Participant deferral / active EE | $5,467 | $3,024+80.8% | $3,985+37.2% | $4,125+32.5% |
| Admin fee / account holder | $27,279 | $5,474+398.3% | $6,852+298.1% | $5,651+382.7% |