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 | $104,976 | $63,346+65.7% | $92,233+13.8% | $70,131+49.7% |
| Participation rate | 54.3% | 68.7%-14.4pp | 76.5%-22.2pp | 69.5%-15.3pp |
| Annual return | 19.18% | 530.12%-510.9pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,538 | $2,471+2.7% | $3,679-31.0% | $2,342+8.3% |
| Participant deferral / active EE | $4,456 | $2,854+56.1% | $3,897+14.4% | $3,332+33.7% |
| Admin fee / account holder | $3,372 | $3,840-12.2% | $5,194-35.1% | $4,645-27.4% |