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 | $194,154 | $102,317+89.8% | $146,958+32.1% | $80,856+140.1% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.2%-18.2pp | 67.6%-3.7pp |
| Annual return | 15.78% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,542 | $3,713-4.6% | $4,933-28.2% | $2,755+28.6% |
| Participant deferral / active EE | $5,784 | $6,644-12.9% | $8,070-28.3% | $4,296+34.7% |
| Admin fee / account holder | $2,275 | $7,941-71.4% | $12,998-82.5% | $6,918-67.1% |