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 | $165,470 | $102,966+60.7% | $90,281+83.3% | $152,861+8.2% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.4%-40.8pp |
| Annual return | 17.26% | 95.16%-77.9pp | 78.10%-60.8pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,338 | $3,139-25.5% | $2,854-18.1% | $4,762-50.9% |
| Participant deferral / active EE | $4,858 | $4,281+13.5% | $3,885+25.0% | $5,850-17.0% |
| Admin fee / account holder | $3,679 | $6,171-40.4% | $5,351-31.2% | $11,596-68.3% |