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 | $193,560 | $102,317+89.2% | $146,958+31.7% | $80,856+139.4% |
| Participation rate | 46.2% | 75.8%-29.7pp | 82.2%-36.0pp | 67.6%-21.5pp |
| Annual return | 16.33% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,212 | $3,713-40.4% | $4,933-55.2% | $2,755-19.7% |
| Participant deferral / active EE | $4,645 | $6,644-30.1% | $8,070-42.4% | $4,296+8.1% |
| Admin fee / account holder | $16,769 | $7,941+111.2% | $12,998+29.0% | $6,918+142.4% |