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 | $120,504 | $65,409+84.2% | $98,442+22.4% | $85,850+40.4% |
| Participation rate | 54.7% | 65.0%-10.3pp | 73.3%-18.6pp | 69.3%-14.6pp |
| Annual return | 12.89% | 21.76%-8.9pp | 1492.73%-1479.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,465 | $2,168-32.4% | $2,960-50.5% | $2,565-42.9% |
| Participant deferral / active EE | $3,379 | $3,166+6.7% | $4,276-21.0% | $3,952-14.5% |
| Admin fee / account holder | $22,270 | $4,593+384.9% | $5,949+274.3% | $6,260+255.8% |