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 | $213,040 | $90,348+135.8% | $75,972+180.4% | $145,922+46.0% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 14.57% | 620.88%-606.3pp | 359.55%-345.0pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,629 | $3,311-50.8% | $2,685-39.3% | $4,660-65.0% |
| Participant deferral / active EE | $4,064 | $5,162-21.3% | $4,255-4.5% | $6,688-39.2% |
| Admin fee / account holder | $21,346 | $8,467+152.1% | $6,467+230.1% | $13,397+59.3% |