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 | $124,916 | $78,422+59.3% | $95,952+30.2% | $79,858+56.4% |
| Participation rate | 65.1% | 73.5%-8.4pp | 77.1%-12.0pp | 69.6%-4.5pp |
| Annual return | 11.20% | 19.37%-8.2pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,472 | $1,945-24.3% | $2,541-42.1% | $2,471-40.4% |
| Participant deferral / active EE | $5,992 | $3,440+74.2% | $4,167+43.8% | $3,740+60.2% |
| Admin fee / account holder | $29,518 | $5,622+425.0% | $6,795+334.4% | $5,306+456.3% |