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 | $109,002 | $70,669+54.2% | $169,368-35.6% | $75,163+45.0% |
| Participation rate | 41.5% | 64.8%-23.3pp | 77.1%-35.7pp | 67.2%-25.7pp |
| Annual return | 41.46% | 36.36%+5.1pp | 405.60%-364.1pp | 160.62%-119.2pp |
| Employer contribution / active EE | $2,835 | $2,211+28.3% | $4,013-29.3% | $2,670+6.2% |
| Participant deferral / active EE | $6,898 | $4,311+60.0% | $6,221+10.9% | $4,125+67.2% |
| Admin fee / account holder | $7,455 | $5,402+38.0% | $9,003-17.2% | $5,651+31.9% |