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 | $117,990 | $85,202+38.5% | $172,739-31.7% | $72,985+61.7% |
| Participation rate | 68.0% | 70.1%-2.1pp | 82.6%-14.6pp | 69.5%-1.5pp |
| Annual return | 19.80% | 27.32%-7.5pp | 802.84%-783.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,834 | $3,324-14.7% | $5,143-44.9% | $2,440+16.2% |
| Participant deferral / active EE | $5,252 | $3,260+61.1% | $5,198+1.1% | $3,607+45.6% |
| Admin fee / account holder | $31,518 | $5,884+435.7% | $13,954+125.9% | $5,124+515.1% |