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 8-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 | $248,727 | $96,128+158.7% | $136,007+82.9% | $80,856+207.6% |
| Participation rate | 67.5% | 71.2%-3.7pp | 76.5%-8.9pp | 67.6%-0.1pp |
| Annual return | 15.11% | 28.71%-13.6pp | 579.32%-564.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,890 | $3,351-13.8% | $4,217-31.5% | $2,755+4.9% |
| Participant deferral / active EE | $3,962 | $5,709-30.6% | $7,025-43.6% | $4,296-7.8% |
| Admin fee / account holder | $1,869 | $8,236-77.3% | $6,858-72.8% | $6,918-73.0% |