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 | $203,912 | $167,307+21.9% | $143,757+41.8% | $134,475+51.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | 51.81% | 0.46%+51.4pp | -0.04%+51.9pp | 417.96%-366.2pp |
| Employer contribution / active EE | $2,491 | $5,619-55.7% | $4,951-49.7% | $4,740-47.4% |
| Participant deferral / active EE | $8,200 | $6,446+27.2% | $5,637+45.5% | $6,400+28.1% |
| Admin fee / account holder | $815 | $18,088-95.5% | $14,673-94.4% | $11,426-92.9% |