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 | $153,203 | $115,770+32.3% | $101,248+51.3% | $158,922-3.6% |
| Participation rate | 58.8% | 79.4%-20.5pp | 75.8%-17.0pp | 82.0%-23.1pp |
| Annual return | 15.18% | 56.14%-41.0pp | 46.47%-31.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,224 | $4,175-46.7% | $3,660-39.2% | $4,761-53.3% |
| Participant deferral / active EE | $4,977 | $4,957+0.4% | $4,370+13.9% | $5,982-16.8% |
| Admin fee / account holder | $8,772 | $7,245+21.1% | $5,945+47.5% | $11,246-22.0% |