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 | $159,868 | $104,974+52.3% | $95,585+67.3% | $142,382+12.3% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 15.16% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,440 | $2,779+23.8% | $2,527+36.1% | $4,299-20.0% |
| Participant deferral / active EE | $7,604 | $4,352+74.7% | $4,023+89.0% | $6,507+16.9% |
| Admin fee / account holder | $2,056 | $6,386-67.8% | $6,127-66.5% | $12,624-83.7% |