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 | $96,741 | $49,922+93.8% | $80,569+20.1% | $75,163+28.7% |
| Participation rate | 37.5% | 55.3%-17.8pp | 67.0%-29.5pp | 67.2%-29.7pp |
| Annual return | 20.57% | 34.69%-14.1pp | 935.43%-914.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,588 | $1,698-6.5% | $2,723-41.7% | $2,670-40.5% |
| Participant deferral / active EE | $3,373 | $2,990+12.8% | $4,447-24.2% | $4,125-18.2% |
| Admin fee / account holder | $699 | $3,577-80.5% | $5,377-87.0% | $5,651-87.6% |