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 | $146,199 | $65,561+123.0% | $86,188+69.6% | $75,163+94.5% |
| Participation rate | 67.2% | 60.5%+6.8pp | 69.0%-1.7pp | 67.2%0pp |
| Annual return | 14.46% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,444 | $1,553-7.0% | $2,380-39.3% | $2,670-45.9% |
| Participant deferral / active EE | $5,643 | $3,024+86.6% | $3,985+41.6% | $4,125+36.8% |
| Admin fee / account holder | $5,786 | $5,474+5.7% | $6,852-15.6% | $5,651+2.4% |