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 | $113,591 | $86,286+31.6% | $111,297+2.1% | $85,850+32.3% |
| Participation rate | 51.4% | 73.3%-21.9pp | 77.3%-25.9pp | 69.3%-17.9pp |
| Annual return | 11.78% | 19.99%-8.2pp | 54.65%-42.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,659 | $2,043+79.1% | $2,731+34.0% | $2,565+42.6% |
| Participant deferral / active EE | $3,288 | $3,641-9.7% | $4,487-26.7% | $3,952-16.8% |
| Admin fee / account holder | $61,953 | $8,188+656.6% | $7,964+677.9% | $6,260+889.7% |