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 | $172,732 | $104,974+64.5% | $95,585+80.7% | $142,382+21.3% |
| Participation rate | 36.4% | 75.0%-38.6pp | 72.1%-35.7pp | 80.1%-43.8pp |
| Annual return | 20.19% | 210.33%-190.1pp | 38.56%-18.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $7,272 | $2,779+161.7% | $2,527+187.8% | $4,299+69.1% |
| Participant deferral / active EE | $2,545 | $4,352-41.5% | $4,023-36.7% | $6,507-60.9% |
| Admin fee / account holder | $5,440 | $6,386-14.8% | $6,127-11.2% | $12,624-56.9% |