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 | $143,697 | $102,317+40.4% | $146,958-2.2% | $80,856+77.7% |
| Participation rate | 44.7% | 75.8%-31.2pp | 82.2%-37.5pp | 67.6%-23.0pp |
| Annual return | 49.13% | 134.76%-85.6pp | 418.34%-369.2pp | 35.59%+13.5pp |
| Employer contribution / active EE | $1,797 | $3,713-51.6% | $4,933-63.6% | $2,755-34.8% |
| Participant deferral / active EE | $4,720 | $6,644-29.0% | $8,070-41.5% | $4,296+9.9% |
| Admin fee / account holder | $32,510 | $7,941+309.4% | $12,998+150.1% | $6,918+369.9% |