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 | $142,631 | $88,581+61.0% | $145,661-2.1% | $74,304+92.0% |
| Participation rate | 60.8% | 64.9%-4.2pp | 77.2%-16.4pp | 60.3%+0.4pp |
| Annual return | 16.39% | 34.30%-17.9pp | 101.46%-85.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $3,158 | $2,612+20.9% | $4,238-25.5% | $2,241+40.9% |
| Participant deferral / active EE | $4,408 | $4,151+6.2% | $7,198-38.8% | $3,767+17.0% |
| Admin fee / account holder | $23,208 | $2,953+685.9% | $12,466+86.2% | $2,969+681.7% |