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 | $140,658 | $81,632+72.3% | $70,449+99.7% | $158,922-11.5% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 15.57% | 208.40%-192.8pp | 109.03%-93.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,159 | $3,217+29.3% | $2,737+52.0% | $4,761-12.7% |
| Participant deferral / active EE | $4,573 | $4,554+0.4% | $3,709+23.3% | $5,982-23.5% |
| Admin fee / account holder | $36,539 | $6,193+490.1% | $3,845+850.2% | $11,246+224.9% |