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 | $111,100 | $65,561+69.5% | $86,188+28.9% | $75,163+47.8% |
| Participation rate | 67.1% | 60.5%+6.7pp | 69.0%-1.8pp | 67.2%0pp |
| Annual return | 17.64% | 46.05%-28.4pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $875 | $1,553-43.6% | $2,380-63.2% | $2,670-67.2% |
| Participant deferral / active EE | $5,209 | $3,024+72.3% | $3,985+30.7% | $4,125+26.3% |
| Admin fee / account holder | $8,912 | $5,474+62.8% | $6,852+30.1% | $5,651+57.7% |