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 | $138,726 | $226,064-38.6% | $182,532-24.0% | $152,861-9.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 26.44% | 192.51%-166.1pp | 148.54%-122.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,435 | $4,978-51.1% | $4,076-40.3% | $4,762-48.9% |
| Participant deferral / active EE | $8,039 | $6,368+26.2% | $5,524+45.5% | $5,850+37.4% |
| Admin fee / account holder | $883 | $10,703-91.7% | $8,592-89.7% | $11,596-92.4% |