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 | $170,983 | $86,286+98.2% | $111,297+53.6% | $85,850+99.2% |
| Participation rate | 62.7% | 73.3%-10.6pp | 77.3%-14.6pp | 69.3%-6.6pp |
| Annual return | 15.32% | 19.99%-4.7pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,467 | $2,043-28.2% | $2,731-46.3% | $2,565-42.8% |
| Participant deferral / active EE | $5,024 | $3,641+38.0% | $4,487+12.0% | $3,952+27.1% |
| Admin fee / account holder | $9,330 | $8,188+13.9% | $7,964+17.2% | $6,260+49.0% |