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 | $122,643 | $58,208+110.7% | $81,812+49.9% | $80,856+51.7% |
| Participation rate | 56.4% | 63.4%-7.0pp | 72.3%-15.9pp | 67.6%-11.2pp |
| Annual return | 14.11% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,956 | $2,340+69.1% | $2,912+35.8% | $2,755+43.6% |
| Participant deferral / active EE | $5,128 | $3,281+56.3% | $4,319+18.8% | $4,296+19.4% |
| Admin fee / account holder | $589 | $4,981-88.2% | $7,386-92.0% | $6,918-91.5% |