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 | $190,083 | $80,812+135.2% | $160,784+18.2% | $82,448+130.5% |
| Participation rate | 20.7% | 66.2%-45.5pp | 77.0%-56.3pp | 68.1%-47.4pp |
| Annual return | 20.61% | 100.59%-80.0pp | 1803.92%-1783.3pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,158 | $2,174-0.7% | $3,733-42.2% | $2,551-15.4% |
| Participant deferral / active EE | $2,787 | $4,335-35.7% | $6,293-55.7% | $4,139-32.7% |
| Admin fee / account holder | $9,762 | $7,695+26.9% | $9,717+0.5% | $7,234+34.9% |