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 | $125,194 | $52,279+139.5% | $89,391+40.1% | $79,858+56.8% |
| Participation rate | 53.6% | 57.5%-4.0pp | 68.0%-14.4pp | 69.6%-16.1pp |
| Annual return | 16.41% | 22.16%-5.8pp | 245.62%-229.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,701 | $1,572+8.3% | $2,586-34.2% | $2,471-31.1% |
| Participant deferral / active EE | $5,926 | $2,740+116.3% | $3,890+52.4% | $3,740+58.5% |
| Admin fee / account holder | $916 | $3,356-72.7% | $4,881-81.2% | $5,306-82.7% |