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 | $112,875 | $63,346+78.2% | $92,233+22.4% | $70,131+60.9% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 19.70% | 530.12%-510.4pp | 176.28%-156.6pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,333 | $2,471-46.0% | $3,679-63.8% | $2,342-43.1% |
| Participant deferral / active EE | $5,165 | $2,854+81.0% | $3,897+32.5% | $3,332+55.0% |
| Admin fee / account holder | $7,368 | $3,840+91.9% | $5,194+41.9% | $4,645+58.6% |