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 | $107,648 | $73,360+46.7% | $177,989-39.5% | $74,495+44.5% |
| Participation rate | 59.3% | 66.6%-7.4pp | 77.1%-17.8pp | 67.2%-7.9pp |
| Annual return | 14.79% | 17.49%-2.7pp | 294.48%-279.7pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,874 | $2,216+29.7% | $3,949-27.2% | $2,623+9.6% |
| Participant deferral / active EE | $3,977 | $4,513-11.9% | $6,276-36.6% | $4,346-8.5% |
| Admin fee / account holder | $9,557 | $1,808+428.7% | $10,363-7.8% | $1,942+392.2% |