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 | $64,084 | $41,078+56.0% | $80,569-20.5% | $71,457-10.3% |
| Participation rate | 62.1% | 50.2%+11.9pp | 67.0%-4.9pp | 67.9%-5.8pp |
| Annual return | 20.41% | 38.45%-18.0pp | 935.43%-915.0pp | 28.85%-8.4pp |
| Employer contribution / active EE | $2,544 | $1,506+69.0% | $2,723-6.6% | $2,588-1.7% |
| Participant deferral / active EE | $6,996 | $2,699+159.2% | $4,447+57.3% | $4,289+63.1% |
| Admin fee / account holder | $8,591 | $1,840+366.8% | $5,377+59.8% | $1,587+441.2% |