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 | $191,625 | $65,561+192.3% | $86,188+122.3% | $75,163+154.9% |
| Participation rate | 64.3% | 60.5%+3.8pp | 69.0%-4.7pp | 67.2%-2.9pp |
| Annual return | 14.39% | 46.05%-31.7pp | 1168.45%-1154.1pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,410 | $1,553+55.2% | $2,380+1.2% | $2,670-9.7% |
| Participant deferral / active EE | $6,738 | $3,024+122.8% | $3,985+69.1% | $4,125+63.3% |
| Admin fee / account holder | $752 | $5,474-86.3% | $6,852-89.0% | $5,651-86.7% |