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 | $111,889 | $77,145+45.0% | $108,410+3.2% | $85,850+30.3% |
| Participation rate | 59.5% | 74.7%-15.2pp | 80.1%-20.7pp | 69.3%-9.9pp |
| Annual return | 14.22% | 44.54%-30.3pp | 905.27%-891.1pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,355 | $2,379-43.1% | $3,558-61.9% | $2,565-47.2% |
| Participant deferral / active EE | $3,037 | $5,566-45.4% | $6,563-53.7% | $3,952-23.2% |
| Admin fee / account holder | $14,857 | $5,172+187.3% | $7,295+103.7% | $6,260+137.3% |