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 | $156,452 | $114,381+36.8% | $107,525+45.5% | $142,382+9.9% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.1%-21.7pp | 80.1%-26.8pp |
| Annual return | 14.46% | 242.71%-228.2pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,409 | $4,015-40.0% | $3,754-35.8% | $4,299-44.0% |
| Participant deferral / active EE | $2,918 | $5,564-47.6% | $5,116-43.0% | $6,507-55.2% |
| Admin fee / account holder | $2,744 | $9,860-72.2% | $8,919-69.2% | $12,624-78.3% |