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 | $125,575 | $88,672+41.6% | $105,223+19.3% | $82,448+52.3% |
| Participation rate | 58.6% | 67.9%-9.4pp | 75.0%-16.5pp | 68.1%-9.5pp |
| Annual return | 16.08% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,502 | $3,048-17.9% | $3,689-32.2% | $2,551-1.9% |
| Participant deferral / active EE | $6,011 | $4,036+48.9% | $5,072+18.5% | $4,139+45.2% |
| Admin fee / account holder | $21,767 | $7,146+204.6% | $8,859+145.7% | $7,234+200.9% |