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 | $122,149 | $54,517+124.1% | $75,972+60.8% | $74,495+64.0% |
| Participation rate | 56.9% | 60.3%-3.4pp | 69.1%-12.1pp | 67.2%-10.3pp |
| Annual return | 13.16% | 31.82%-18.7pp | 359.55%-346.4pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,011 | $1,777-43.1% | $2,685-62.4% | $2,623-61.5% |
| Participant deferral / active EE | $4,275 | $3,066+39.5% | $4,255+0.5% | $4,346-1.6% |
| Admin fee / account holder | $9,111 | $2,229+308.8% | $6,467+40.9% | $1,942+369.2% |