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 | $155,025 | $74,888+107.0% | $71,209+117.7% | $142,382+8.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 13.74% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $768 | $2,854-73.1% | $2,721-71.8% | $4,299-82.1% |
| Participant deferral / active EE | $4,728 | $4,454+6.1% | $4,175+13.2% | $6,507-27.3% |
| Admin fee / account holder | $6,186 | $5,568+11.1% | $5,349+15.7% | $12,624-51.0% |