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 | $140,434 | $65,409+114.7% | $98,442+42.7% | $85,850+63.6% |
| Participation rate | 55.9% | 65.0%-9.1pp | 73.3%-17.5pp | 69.3%-13.4pp |
| Annual return | 15.49% | 21.76%-6.3pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,672 | $2,168+23.2% | $2,960-9.7% | $2,565+4.1% |
| Participant deferral / active EE | $3,935 | $3,166+24.3% | $4,276-8.0% | $3,952-0.4% |
| Admin fee / account holder | $18,351 | $4,593+299.6% | $5,949+208.5% | $6,260+193.1% |