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 | $73,397+46.7% | $178,014-39.5% | $74,546+44.4% |
| Participation rate | 59.3% | 66.6%-7.3pp | 77.1%-17.8pp | 67.2%-8.0pp |
| Annual return | 14.79% | 17.49%-2.7pp | 294.80%-280.0pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $2,874 | $2,217+29.6% | $3,950-27.2% | $2,624+9.5% |
| Participant deferral / active EE | $3,977 | $4,512-11.9% | $6,276-36.6% | $4,347-8.5% |
| Admin fee / account holder | $9,557 | $1,809+428.2% | $10,362-7.8% | $1,944+391.7% |