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 | $127,920 | $58,927+117.1% | $76,817+66.5% | $72,985+75.3% |
| Participation rate | 57.4% | 67.3%-9.9pp | 72.1%-14.6pp | 69.5%-12.0pp |
| Annual return | 22.00% | 2305.64%-2283.6pp | 1166.11%-1144.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,497 | $1,787-16.2% | $2,302-35.0% | $2,440-38.7% |
| Participant deferral / active EE | $3,849 | $2,690+43.1% | $3,336+15.4% | $3,607+6.7% |
| Admin fee / account holder | $8,218 | $4,013+104.8% | $6,420+28.0% | $5,124+60.4% |