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 | $119,093 | $99,020+20.3% | $86,590+37.5% | $147,584-19.3% |
| Participation rate | 35.7% | 76.3%-40.6pp | 73.5%-37.8pp | 82.8%-47.1pp |
| Annual return | 17.14% | 1312.34%-1295.2pp | 964.84%-947.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,065 | $3,132-2.1% | $2,839+7.9% | $4,876-37.1% |
| Participant deferral / active EE | $6,631 | $3,972+66.9% | $3,609+83.8% | $5,439+21.9% |
| Admin fee / account holder | $15,148 | $5,710+165.3% | $4,906+208.8% | $10,885+39.2% |