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 | $153,686 | $102,966+49.3% | $90,281+70.2% | $152,861+0.5% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.4%-35.1pp |
| Annual return | 22.70% | 95.16%-72.5pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,841 | $3,139+22.4% | $2,854+34.6% | $4,762-19.3% |
| Participant deferral / active EE | $1,597 | $4,281-62.7% | $3,885-58.9% | $5,850-72.7% |
| Admin fee / account holder | $27,922 | $6,171+352.5% | $5,351+421.8% | $11,596+140.8% |