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 | $96,420 | $70,669+36.4% | $169,368-43.1% | $75,163+28.3% |
| Participation rate | 52.6% | 64.8%-12.2pp | 77.1%-24.6pp | 67.2%-14.6pp |
| Annual return | 23.18% | 36.36%-13.2pp | 405.60%-382.4pp | 160.62%-137.4pp |
| Employer contribution / active EE | $3,104 | $2,211+40.4% | $4,013-22.6% | $2,670+16.3% |
| Participant deferral / active EE | $6,280 | $4,311+45.7% | $6,221+0.9% | $4,125+52.2% |
| Admin fee / account holder | $12,361 | $5,402+128.8% | $9,003+37.3% | $5,651+118.7% |