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 | $233,603 | $98,750+136.6% | $149,696+56.1% | $79,858+192.5% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.5%-16.3pp | 69.6%-3.5pp |
| Annual return | 12.97% | 27.43%-14.5pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,546 | $5,680+85.7% | $6,842+54.1% | $3,740+182.0% |
| Admin fee / account holder | $41,773 | $6,053+590.2% | $9,309+348.8% | $5,306+687.2% |