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 8-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 | $106,267 | $48,570+118.8% | $130,648-18.7% | $72,985+45.6% |
| Participation rate | 60.0% | 58.6%+1.4pp | 71.7%-11.7pp | 69.5%-9.5pp |
| Annual return | 20.11% | 38.63%-18.5pp | 1708.96%-1688.9pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,987 | $1,334+48.9% | $4,092-51.4% | $2,440-18.6% |
| Participant deferral / active EE | $5,429 | $2,384+127.8% | $3,603+50.7% | $3,607+50.5% |
| Admin fee / account holder | $10,073 | $3,549+183.8% | $5,464+84.3% | $5,124+96.6% |