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 | $178,330 | $81,625+118.5% | $58,482+204.9% | $139,434+27.9% |
| Participation rate | 18.8% | 61.3%-42.6pp | 50.9%-32.1pp | 80.3%-61.6pp |
| Annual return | 17.98% | 7404.20%-7386.2pp | 4239.32%-4221.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $548 | $1,398-60.8% | $1,053-48.0% | $4,751-88.5% |
| Participant deferral / active EE | $2,386 | $2,557-6.7% | $1,924+24.0% | $6,710-64.4% |
| Admin fee / account holder | $3,380 | $3,265+3.5% | $2,516+34.4% | $11,403-70.4% |