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 | $130,655 | $102,317+27.7% | $146,958-11.1% | $80,856+61.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 13.53% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,626 | $3,713-56.2% | $4,933-67.0% | $2,755-41.0% |
| Participant deferral / active EE | $5,616 | $6,644-15.5% | $8,070-30.4% | $4,296+30.7% |
| Admin fee / account holder | $5,579 | $7,941-29.7% | $12,998-57.1% | $6,918-19.4% |