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 | $160,315 | $65,561+144.5% | $86,188+86.0% | $75,163+113.3% |
| Participation rate | 43.1% | 60.5%-17.4pp | 69.0%-25.9pp | 67.2%-24.1pp |
| Annual return | 21.71% | 46.05%-24.3pp | 1168.45%-1146.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,528 | $1,553-1.6% | $2,380-35.8% | $2,670-42.8% |
| Participant deferral / active EE | $3,354 | $3,024+10.9% | $3,985-15.8% | $4,125-18.7% |
| Admin fee / account holder | $2,228 | $5,474-59.3% | $6,852-67.5% | $5,651-60.6% |