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 | $116,485 | $58,208+100.1% | $81,812+42.4% | $80,856+44.1% |
| Participation rate | 57.1% | 63.4%-6.3pp | 72.3%-15.2pp | 67.6%-10.5pp |
| Annual return | 13.41% | 41.66%-28.2pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,048 | $2,340-12.5% | $2,912-29.7% | $2,755-25.7% |
| Participant deferral / active EE | $5,390 | $3,281+64.3% | $4,319+24.8% | $4,296+25.5% |
| Admin fee / account holder | $13,398 | $4,981+169.0% | $7,386+81.4% | $6,918+93.7% |