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 | $228,759 | $124,319+84.0% | $111,297+105.5% | $167,490+36.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 15.01% | 37.44%-22.4pp | 54.65%-39.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,283 | $3,435-62.7% | $2,731-53.0% | $4,837-73.5% |
| Participant deferral / active EE | $5,376 | $5,180+3.8% | $4,487+19.8% | $6,341-15.2% |
| Admin fee / account holder | $105,216 | $10,618+890.9% | $7,964+1221.2% | $12,309+754.8% |