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 | $130,003 | $79,171+64.2% | $102,423+26.9% | $74,495+74.5% |
| Participation rate | 60.5% | 74.8%-14.3pp | 76.5%-16.0pp | 67.2%-6.7pp |
| Annual return | 11.29% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,951 | $2,362-17.4% | $3,023-35.5% | $2,623-25.6% |
| Participant deferral / active EE | $5,535 | $4,415+25.4% | $5,053+9.5% | $4,346+27.4% |
| Admin fee / account holder | $16,070 | $2,001+703.2% | $9,451+70.0% | $1,942+727.6% |