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 | $135,997 | $81,625+66.6% | $167,512-18.8% | $74,304+83.0% |
| Participation rate | 54.0% | 60.0%-6.0pp | 77.1%-23.0pp | 60.3%-6.3pp |
| Annual return | 21.56% | 26.09%-4.5pp | 1615.79%-1594.2pp | 29.43%-7.9pp |
| Employer contribution / active EE | $4,028 | $2,010+100.4% | $3,882+3.8% | $2,241+79.7% |
| Participant deferral / active EE | $7,193 | $4,115+74.8% | $6,405+12.3% | $3,767+90.9% |
| Admin fee / account holder | $8,119 | $3,474+133.7% | $9,769-16.9% | $2,969+173.5% |