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 | $227,300 | $102,317+122.2% | $146,958+54.7% | $80,856+181.1% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 13.54% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,237 | $6,644+39.0% | $8,070+14.5% | $4,296+115.0% |
| Admin fee / account holder | $2,586 | $7,941-67.4% | $12,998-80.1% | $6,918-62.6% |