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 | $242,923 | $99,877+143.2% | $84,966+185.9% | $145,922+66.5% |
| Participation rate | 35.3% | 74.1%-38.8pp | 67.5%-32.2pp | 80.3%-45.0pp |
| Annual return | 9.30% | 83.76%-74.5pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,080 | $3,231+26.3% | $2,727+49.6% | $4,660-12.4% |
| Participant deferral / active EE | $6,678 | $5,291+26.2% | $4,519+47.8% | $6,688-0.1% |
| Admin fee / account holder | $5,926 | $7,248-18.2% | $6,149-3.6% | $13,397-55.8% |