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 | $192,958 | $24,730+680.3% | $66,042+192.2% | $84,808+127.5% |
| Participation rate | 38.7% | 68.1%-29.4pp | 67.5%-28.8pp | 68.3%-29.6pp |
| Annual return | 14.31% | 79.55%-65.2pp | 52.11%-37.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,276 | $857+48.9% | $1,579-19.2% | $2,631-51.5% |
| Participant deferral / active EE | $2,800 | $1,737+61.2% | $2,835-1.2% | $4,212-33.5% |
| Admin fee / account holder | $11,374 | $3,014+277.4% | $5,747+97.9% | $7,344+54.9% |