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 | $161,628 | $117,983+37.0% | $101,794+58.8% | $142,382+13.5% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.2%-16.2pp | 80.1%-27.2pp |
| Annual return | 17.72% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $12,349 | $2,773+345.4% | $2,289+439.5% | $4,299+187.2% |
| Participant deferral / active EE | $6,186 | $4,714+31.2% | $4,084+51.5% | $6,507-4.9% |
| Admin fee / account holder | $1,549 | $10,433-85.2% | $8,777-82.3% | $12,624-87.7% |