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 | $198,473 | $102,317+94.0% | $146,958+35.1% | $80,856+145.5% |
| Participation rate | 60.5% | 75.8%-15.4pp | 82.2%-21.7pp | 67.6%-7.2pp |
| Annual return | 15.03% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $16,105 | $3,713+333.7% | $4,933+226.5% | $2,755+484.6% |
| Participant deferral / active EE | $11,451 | $6,644+72.4% | $8,070+41.9% | $4,296+166.6% |
| Admin fee / account holder | $20,214 | $7,941+154.5% | $12,998+55.5% | $6,918+192.2% |