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 | $233,178 | $135,952+71.5% | $123,892+88.2% | $273,961-14.9% |
| Participation rate | 38.9% | 84.1%-45.2pp | 81.4%-42.5pp | 83.0%-44.1pp |
| Annual return | 8.14% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $7,898 | $5,170+52.8% | $4,617+71.1% | $4,869+62.2% |
| Participant deferral / active EE | $5,507 | $6,343-13.2% | $5,984-8.0% | $5,287+4.2% |
| Admin fee / account holder | $2,800 | $9,817-71.5% | $8,357-66.5% | $10,132-72.4% |