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 | $162,859 | $102,317+59.2% | $146,958+10.8% | $80,856+101.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 18.55% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,201 | $3,713-67.7% | $4,933-75.7% | $2,755-56.4% |
| Participant deferral / active EE | $2,822 | $6,644-57.5% | $8,070-65.0% | $4,296-34.3% |
| Admin fee / account holder | $1,446 | $7,941-81.8% | $12,998-88.9% | $6,918-79.1% |