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 | $158,646 | $58,694+170.3% | $142,863+11.0% | $85,850+84.8% |
| Participation rate | 51.1% | 58.5%-7.4pp | 71.9%-20.9pp | 69.3%-18.3pp |
| Annual return | 16.85% | 27.72%-10.9pp | 5637.54%-5620.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,129 | $1,423+49.6% | $4,144-48.6% | $2,565-17.0% |
| Participant deferral / active EE | $4,619 | $2,607+77.1% | $3,837+20.4% | $3,952+16.9% |
| Admin fee / account holder | $5,674 | $4,239+33.9% | $6,560-13.5% | $6,260-9.4% |