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 | $201,711 | $176,812+14.1% | $146,665+37.5% | $167,490+20.4% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 12.36% | 24.03%-11.7pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,513 | $5,160-51.3% | $4,136-39.2% | $4,837-48.0% |
| Participant deferral / active EE | $8,192 | $6,440+27.2% | $5,506+48.8% | $6,341+29.2% |
| Admin fee / account holder | $56,490 | $13,259+326.0% | $10,280+449.5% | $12,309+358.9% |