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 | $171,014 | $102,317+67.1% | $146,958+16.4% | $80,856+111.5% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 14.19% | 134.76%-120.6pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,649 | $3,713-1.7% | $4,933-26.0% | $2,755+32.5% |
| Participant deferral / active EE | $6,222 | $6,644-6.3% | $8,070-22.9% | $4,296+44.8% |
| Admin fee / account holder | $24,085 | $7,941+203.3% | $12,998+85.3% | $6,918+248.2% |