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 | $157,915 | $97,757+61.5% | $83,848+88.3% | $135,375+16.7% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | 4.07% | 1287.37%-1283.3pp | 850.88%-846.8pp | 519.73%-515.7pp |
| Employer contribution / active EE | $2,284 | $4,222-45.9% | $3,631-37.1% | $4,779-52.2% |
| Participant deferral / active EE | $4,352 | $4,682-7.0% | $4,082+6.6% | $5,609-22.4% |
| Admin fee / account holder | $1,506 | $6,674-77.4% | $5,478-72.5% | $10,827-86.1% |