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 | $126,831 | $64,839+95.6% | $95,585+32.7% | $84,808+49.6% |
| Participation rate | 68.1% | 63.8%+4.3pp | 72.1%-3.9pp | 68.3%-0.2pp |
| Annual return | 15.21% | -670.96%+686.2pp | 38.56%-23.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,226 | $1,759+26.5% | $2,527-11.9% | $2,631-15.4% |
| Participant deferral / active EE | $5,511 | $2,965+85.9% | $4,023+37.0% | $4,212+30.9% |
| Admin fee / account holder | $16,645 | $5,964+179.1% | $6,127+171.6% | $7,344+126.7% |