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 | $237,979 | $102,382+132.4% | $147,005+61.9% | $80,874+194.3% |
| Participation rate | 68.6% | 75.8%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 14.09% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $3,456 | $3,715-7.0% | $4,934-30.0% | $2,756+25.4% |
| Participant deferral / active EE | $5,897 | $6,646-11.3% | $8,070-26.9% | $4,297+37.2% |
| Admin fee / account holder | $42,676 | $7,942+437.3% | $13,006+228.1% | $6,935+515.4% |