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 | $156,422 | $96,635+61.9% | $86,612+80.6% | $139,434+12.2% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 18.59% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $964 | $3,263-70.5% | $3,022-68.1% | $4,751-79.7% |
| Participant deferral / active EE | $7,033 | $4,836+45.4% | $4,438+58.5% | $6,710+4.8% |
| Admin fee / account holder | $51,757 | $6,408+707.7% | $5,614+821.9% | $11,403+353.9% |