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 | $101,244 | $48,795+107.5% | $65,493+54.6% | $84,808+19.4% |
| Participation rate | 58.7% | 67.0%-8.2pp | 73.1%-14.4pp | 68.3%-9.6pp |
| Annual return | 12.57% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,621 | $1,930+35.8% | $2,574+1.8% | $2,631-0.4% |
| Participant deferral / active EE | $4,425 | $2,928+51.1% | $3,961+11.7% | $4,212+5.1% |
| Admin fee / account holder | $8,007 | $3,877+106.5% | $5,028+59.2% | $7,344+9.0% |