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 | $225,446 | $117,859+91.3% | $102,438+120.1% | $145,959+54.5% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.6pp |
| Annual return | 16.45% | 31.72%-15.3pp | 29.37%-12.9pp | 561.95%-545.5pp |
| Employer contribution / active EE | $3,062 | $3,615-15.3% | $3,024+1.3% | $4,661-34.3% |
| Participant deferral / active EE | $5,593 | $5,732-2.4% | $5,054+10.7% | $6,689-16.4% |
| Admin fee / account holder | $4,063 | $13,318-69.5% | $9,448-57.0% | $13,398-69.7% |