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 | $218,046 | $58,208+274.6% | $81,812+166.5% | $80,856+169.7% |
| Participation rate | 68.9% | 63.4%+5.5pp | 72.3%-3.5pp | 67.6%+1.3pp |
| Annual return | 13.19% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,058 | $2,340-54.8% | $2,912-63.7% | $2,755-61.6% |
| Participant deferral / active EE | $5,578 | $3,281+70.0% | $4,319+29.2% | $4,296+29.9% |
| Admin fee / account holder | $36,446 | $4,981+631.7% | $7,386+393.4% | $6,918+426.8% |