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 | $156,420 | $91,190+71.5% | $178,490-12.4% | $79,858+95.9% |
| Participation rate | 56.0% | 69.2%-13.2pp | 81.9%-25.9pp | 69.6%-13.6pp |
| Annual return | 21.72% | 24.19%-2.5pp | 151.07%-129.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,082 | $3,256-36.1% | $5,011-58.5% | $2,471-15.7% |
| Participant deferral / active EE | $4,258 | $3,236+31.6% | $5,202-18.1% | $3,740+13.8% |
| Admin fee / account holder | $799 | $6,751-88.2% | $13,984-94.3% | $5,306-84.9% |