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 | $118,762 | $53,053+123.9% | $126,539-6.1% | $74,304+59.8% |
| Participation rate | 45.9% | 48.0%-2.1pp | 69.8%-23.9pp | 60.3%-14.4pp |
| Annual return | 14.37% | 29.46%-15.1pp | 425.95%-411.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $3,377 | $1,168+189.3% | $3,674-8.1% | $2,241+50.7% |
| Participant deferral / active EE | $1,744 | $2,303-24.3% | $4,083-57.3% | $3,767-53.7% |
| Admin fee / account holder | $7,095 | $3,698+91.9% | $6,065+17.0% | $2,969+139.0% |