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 | $215,197 | $81,632+163.6% | $70,449+205.5% | $158,922+35.4% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 10.16% | 208.40%-198.2pp | 109.03%-98.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $3,092 | $3,217-3.9% | $2,737+13.0% | $4,761-35.0% |
| Participant deferral / active EE | $8,668 | $4,554+90.4% | $3,709+133.7% | $5,982+44.9% |
| Admin fee / account holder | $5,478 | $6,193-11.5% | $3,845+42.5% | $11,246-51.3% |