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 | $227,354 | $51,638+340.3% | $68,368+232.5% | $82,448+175.8% |
| Participation rate | 40.3% | 63.6%-23.4pp | 73.8%-33.5pp | 68.1%-27.8pp |
| Annual return | 15.22% | 37.53%-22.3pp | 292.57%-277.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,635 | $2,047-20.1% | $2,649-38.3% | $2,551-35.9% |
| Participant deferral / active EE | $5,638 | $2,914+93.5% | $4,123+36.8% | $4,139+36.2% |
| Admin fee / account holder | $12,088 | $4,643+160.3% | $5,150+134.7% | $7,234+67.1% |