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 | $161,655 | $102,317+58.0% | $146,958+10.0% | $80,856+99.9% |
| Participation rate | 59.6% | 75.8%-16.3pp | 82.2%-22.6pp | 67.6%-8.1pp |
| Annual return | 14.93% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,926 | $3,713-21.2% | $4,933-40.7% | $2,755+6.2% |
| Participant deferral / active EE | $6,613 | $6,644-0.5% | $8,070-18.1% | $4,296+53.9% |
| Admin fee / account holder | $23,932 | $7,941+201.4% | $12,998+84.1% | $6,918+245.9% |