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 | $125,691 | $60,124+109.1% | $90,404+39.0% | $79,858+57.4% |
| Participation rate | 56.4% | 65.0%-8.6pp | 72.7%-16.3pp | 69.6%-13.2pp |
| Annual return | 13.59% | 71.94%-58.4pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,983 | $2,068-4.1% | $3,262-39.2% | $2,471-19.7% |
| Participant deferral / active EE | $2,487 | $2,938-15.4% | $3,963-37.3% | $3,740-33.5% |
| Admin fee / account holder | $10,920 | $3,976+174.6% | $5,611+94.6% | $5,306+105.8% |