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 | $231,072 | $102,317+125.8% | $146,958+57.2% | $80,856+185.8% |
| Participation rate | 65.1% | 75.8%-10.8pp | 82.2%-17.1pp | 67.6%-2.6pp |
| Annual return | 19.78% | 134.76%-115.0pp | 418.34%-398.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,426 | $3,713-61.6% | $4,933-71.1% | $2,755-48.2% |
| Participant deferral / active EE | $4,575 | $6,644-31.1% | $8,070-43.3% | $4,296+6.5% |
| Admin fee / account holder | $28,861 | $7,941+263.4% | $12,998+122.0% | $6,918+317.2% |