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 | $126,659 | $63,346+99.9% | $92,233+37.3% | $70,131+80.6% |
| Participation rate | 61.5% | 68.7%-7.1pp | 76.5%-14.9pp | 69.5%-8.0pp |
| Annual return | 17.49% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,335 | $2,471-46.0% | $3,679-63.7% | $2,342-43.0% |
| Participant deferral / active EE | $3,440 | $2,854+20.5% | $3,897-11.7% | $3,332+3.3% |
| Admin fee / account holder | $655 | $3,840-82.9% | $5,194-87.4% | $4,645-85.9% |