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 | $220,486 | $102,317+115.5% | $146,958+50.0% | $80,856+172.7% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.2%-24.7pp | 67.6%-10.1pp |
| Annual return | 13.54% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,341 | $3,713-37.0% | $4,933-52.6% | $2,755-15.0% |
| Participant deferral / active EE | $5,667 | $6,644-14.7% | $8,070-29.8% | $4,296+31.9% |
| Admin fee / account holder | $26,896 | $7,941+238.7% | $12,998+106.9% | $6,918+288.8% |