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 | $108,811 | $53,516+103.3% | $126,539-14.0% | $84,808+28.3% |
| Participation rate | 55.0% | 58.2%-3.2pp | 69.8%-14.8pp | 68.3%-13.3pp |
| Annual return | 14.04% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,372 | $1,535+184.9% | $3,674+19.0% | $2,631+66.2% |
| Participant deferral / active EE | $3,660 | $2,671+37.1% | $4,083-10.3% | $4,212-13.1% |
| Admin fee / account holder | $11,001 | $4,497+144.7% | $6,065+81.4% | $7,344+49.8% |