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 | $156,461 | $70,475+122.0% | $100,516+55.7% | $79,858+95.9% |
| Participation rate | 51.4% | 73.7%-22.3pp | 79.4%-28.0pp | 69.6%-18.2pp |
| Annual return | 91.73% | 21.90%+69.8pp | 30.89%+60.8pp | 31.71%+60.0pp |
| Employer contribution / active EE | $1,981 | $2,165-8.5% | $3,418-42.0% | $2,471-19.8% |
| Participant deferral / active EE | $4,120 | $5,181-20.5% | $6,270-34.3% | $3,740+10.2% |
| Admin fee / account holder | $2,824 | $4,478-36.9% | $8,081-65.1% | $5,306-46.8% |