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 | $125,295 | $81,208+54.3% | $98,907+26.7% | $79,858+56.9% |
| Participation rate | 65.2% | 72.5%-7.3pp | 76.0%-10.8pp | 69.6%-4.4pp |
| Annual return | 14.87% | 60.99%-46.1pp | 196.43%-181.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,630 | $1,960-16.8% | $2,689-39.4% | $2,471-34.0% |
| Participant deferral / active EE | $2,164 | $3,265-33.7% | $4,244-49.0% | $3,740-42.1% |
| Admin fee / account holder | $26,834 | $6,013+346.3% | $6,642+304.0% | $5,306+405.7% |