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 | $113,519 | $63,346+79.2% | $92,233+23.1% | $70,131+61.9% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.2pp | 69.5%-0.3pp |
| Annual return | 12.95% | 530.12%-517.2pp | 176.28%-163.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,908 | $2,854+107.0% | $3,897+51.6% | $3,332+77.3% |
| Admin fee / account holder | $4,463 | $3,840+16.2% | $5,194-14.1% | $4,645-3.9% |