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 | $157,650 | $57,281+175.2% | $86,612+82.0% | $75,163+109.7% |
| Participation rate | 63.6% | 63.2%+0.4pp | 71.7%-8.1pp | 67.2%-3.6pp |
| Annual return | 20.29% | 2670.75%-2650.5pp | 591.07%-570.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,870 | $2,314+24.0% | $3,022-5.1% | $2,670+7.5% |
| Participant deferral / active EE | $5,317 | $3,318+60.3% | $4,438+19.8% | $4,125+28.9% |
| Admin fee / account holder | $2,066 | $4,112-49.8% | $5,614-63.2% | $5,651-63.4% |