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 | $163,935 | $115,770+41.6% | $101,248+61.9% | $158,922+3.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 17.78% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $9,536 | $4,175+128.4% | $3,660+160.6% | $4,761+100.3% |
| Participant deferral / active EE | $9,445 | $4,957+90.5% | $4,370+116.1% | $5,982+57.9% |
| Admin fee / account holder | $5,256 | $7,245-27.5% | $5,945-11.6% | $11,246-53.3% |