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 | $107,679 | $30,400+254.2% | $53,898+99.8% | $84,808+27.0% |
| Participation rate | 58.5% | 46.4%+12.1pp | 55.0%+3.6pp | 68.3%-9.8pp |
| Annual return | 16.42% | 500.19%-483.8pp | 528.60%-512.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,702 | $603+514.3% | $932+297.2% | $2,631+40.7% |
| Participant deferral / active EE | $4,095 | $1,199+241.6% | $1,826+124.2% | $4,212-2.8% |
| Admin fee / account holder | $6,487 | $1,993+225.4% | $2,491+160.4% | $7,344-11.7% |