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 | $180,005 | $102,317+75.9% | $146,958+22.5% | $80,856+122.6% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 13.98% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $983 | $3,713-73.5% | $4,933-80.1% | $2,755-64.3% |
| Participant deferral / active EE | $7,493 | $6,644+12.8% | $8,070-7.1% | $4,296+74.4% |
| Admin fee / account holder | $45,488 | $7,941+472.8% | $12,998+250.0% | $6,918+557.5% |