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 | $184,057 | $107,934+70.5% | $91,989+100.1% | $152,861+20.4% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 23.37% | 89.24%-65.9pp | 69.02%-45.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,514 | $4,210-16.5% | $3,452+1.8% | $4,762-26.2% |
| Participant deferral / active EE | $6,929 | $6,364+8.9% | $5,923+17.0% | $5,850+18.4% |
| Admin fee / account holder | $41,980 | $10,520+299.1% | $7,743+442.2% | $11,596+262.0% |