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 | $181,877 | $102,317+77.8% | $146,958+23.8% | $80,856+124.9% |
| Participation rate | 46.2% | 75.8%-29.7pp | 82.2%-36.0pp | 67.6%-21.5pp |
| Annual return | 16.13% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,206 | $3,713-40.6% | $4,933-55.3% | $2,755-19.9% |
| Participant deferral / active EE | $5,556 | $6,644-16.4% | $8,070-31.2% | $4,296+29.3% |
| Admin fee / account holder | $12,978 | $7,941+63.4% | $12,998-0.2% | $6,918+87.6% |