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 | $130,825 | $80,731+62.1% | $103,374+26.6% | $74,546+75.5% |
| Participation rate | 46.7% | 65.7%-18.9pp | 74.5%-27.8pp | 67.2%-20.5pp |
| Annual return | 12.22% | 27.56%-15.3pp | 24.89%-12.7pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $1,491 | $3,158-52.8% | $3,869-61.5% | $2,624-43.2% |
| Participant deferral / active EE | $4,670 | $3,860+21.0% | $5,058-7.7% | $4,347+7.4% |
| Admin fee / account holder | $20,454 | $2,369+763.5% | $8,394+143.7% | $1,944+952.4% |