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 | $175,872 | $138,065+27.4% | $123,544+42.4% | $135,375+29.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 1.19% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,510 | $5,151-70.7% | $4,628-67.4% | $4,779-68.4% |
| Participant deferral / active EE | $7,550 | $6,799+11.0% | $6,426+17.5% | $5,609+34.6% |
| Admin fee / account holder | $25,000 | $10,916+129.0% | $9,284+169.3% | $10,827+130.9% |