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 | $129,873 | $68,346+90.0% | $94,646+37.2% | $75,163+72.8% |
| Participation rate | 60.7% | 76.1%-15.4pp | 80.8%-20.2pp | 67.2%-6.5pp |
| Annual return | 15.76% | 616.93%-601.2pp | 156.71%-140.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,650 | $2,701-38.9% | $3,672-55.1% | $2,670-38.2% |
| Participant deferral / active EE | $3,836 | $6,537-41.3% | $7,418-48.3% | $4,125-7.0% |
| Admin fee / account holder | $13,729 | $5,326+157.8% | $7,231+89.9% | $5,651+143.0% |