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 | $212,004 | $102,317+107.2% | $146,958+44.3% | $80,856+162.2% |
| Participation rate | 69.4% | 75.8%-6.5pp | 82.2%-12.8pp | 67.6%+1.7pp |
| Annual return | 13.33% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,371 | $3,713-63.1% | $4,933-72.2% | $2,755-50.2% |
| Participant deferral / active EE | $6,101 | $6,644-8.2% | $8,070-24.4% | $4,296+42.0% |
| Admin fee / account holder | $10,303 | $7,941+29.7% | $12,998-20.7% | $6,918+48.9% |