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 | $152,672 | $81,208+88.0% | $98,907+54.4% | $79,858+91.2% |
| Participation rate | 58.7% | 72.5%-13.8pp | 76.0%-17.3pp | 69.6%-10.9pp |
| Annual return | 16.60% | 60.99%-44.4pp | 196.43%-179.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,321 | $1,960+18.5% | $2,689-13.7% | $2,471-6.0% |
| Participant deferral / active EE | $4,289 | $3,265+31.4% | $4,244+1.1% | $3,740+14.7% |
| Admin fee / account holder | $1,624 | $6,013-73.0% | $6,642-75.6% | $5,306-69.4% |