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 | $175,654 | $126,574+38.8% | $106,213+65.4% | $145,922+20.4% |
| Participation rate | 43.5% | 77.6%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 20.02% | 224.79%-204.8pp | 116.14%-96.1pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,255 | $3,730-39.6% | $3,171-28.9% | $4,660-51.6% |
| Participant deferral / active EE | $3,603 | $5,724-37.0% | $5,016-28.2% | $6,688-46.1% |
| Admin fee / account holder | $46,646 | $17,304+169.6% | $11,033+322.8% | $13,397+248.2% |