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 | $107,067 | $70,756+51.3% | $65,493+63.5% | $142,382-24.8% |
| Participation rate | 61.9% | 77.4%-15.5pp | 73.1%-11.2pp | 80.1%-18.2pp |
| Annual return | 30.18% | 1754.89%-1724.7pp | 982.45%-952.3pp | 217.08%-186.9pp |
| Employer contribution / active EE | $3,469 | $2,881+20.4% | $2,574+34.7% | $4,299-19.3% |
| Participant deferral / active EE | $6,760 | $4,637+45.8% | $3,961+70.7% | $6,507+3.9% |
| Admin fee / account holder | $57,237 | $6,559+772.6% | $5,028+1038.3% | $12,624+353.4% |