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 | $169,916 | $79,171+114.6% | $102,423+65.9% | $74,495+128.1% |
| Participation rate | 57.3% | 74.8%-17.5pp | 76.5%-19.2pp | 67.2%-9.9pp |
| Annual return | 13.14% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,123 | $2,362-10.1% | $3,023-29.8% | $2,623-19.1% |
| Participant deferral / active EE | $5,391 | $4,415+22.1% | $5,053+6.7% | $4,346+24.1% |
| Admin fee / account holder | $5,521 | $2,001+176.0% | $9,451-41.6% | $1,942+184.3% |