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 | $157,440 | $78,485+100.6% | $106,213+48.2% | $74,495+111.3% |
| Participation rate | 62.2% | 72.8%-10.6pp | 75.3%-13.1pp | 67.2%-5.0pp |
| Annual return | 14.37% | 15.95%-1.6pp | 116.14%-101.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,368 | $2,523-6.1% | $3,171-25.3% | $2,623-9.7% |
| Participant deferral / active EE | $5,564 | $4,322+28.7% | $5,016+10.9% | $4,346+28.0% |
| Admin fee / account holder | $16,150 | $2,232+623.6% | $11,033+46.4% | $1,942+731.7% |