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 | $183,891 | $96,635+90.3% | $86,612+112.3% | $139,434+31.9% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 23.16% | 106.41%-83.3pp | 591.07%-567.9pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,749 | $3,263-46.4% | $3,022-42.1% | $4,751-63.2% |
| Participant deferral / active EE | $5,306 | $4,836+9.7% | $4,438+19.6% | $6,710-20.9% |
| Admin fee / account holder | $1,064 | $6,408-83.4% | $5,614-81.0% | $11,403-90.7% |