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 | $190,356 | $83,902+126.9% | $167,512+13.6% | $84,808+124.5% |
| Participation rate | 59.4% | 66.5%-7.1pp | 77.1%-17.7pp | 68.3%-8.9pp |
| Annual return | 14.80% | 91.55%-76.8pp | 1615.79%-1601.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,770 | $2,264+22.3% | $3,882-28.6% | $2,631+5.3% |
| Participant deferral / active EE | $5,453 | $4,442+22.7% | $6,405-14.9% | $4,212+29.5% |
| Admin fee / account holder | $11,575 | $7,915+46.2% | $9,769+18.5% | $7,344+57.6% |