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 | $158,756 | $101,618+56.2% | $93,063+70.6% | $137,256+15.7% |
| Participation rate | 54.5% | 74.9%-20.4pp | 72.1%-17.6pp | 80.0%-25.4pp |
| Annual return | 15.67% | 223.95%-208.3pp | 34.15%-18.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,341 | $2,707-13.5% | $2,476-5.5% | $4,156-43.7% |
| Participant deferral / active EE | $10,458 | $4,279+144.4% | $3,958+164.2% | $6,407+63.2% |
| Admin fee / account holder | $55,299 | $6,198+792.1% | $6,033+816.6% | $12,270+350.7% |