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 | $232,846 | $102,317+127.6% | $146,958+58.4% | $80,856+188.0% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.2%-62.2pp | 67.6%-47.6pp |
| Annual return | 25.46% | 134.76%-109.3pp | 418.34%-392.9pp | 35.59%-10.1pp |
| Employer contribution / active EE | $3,642 | $3,713-1.9% | $4,933-26.2% | $2,755+32.2% |
| Participant deferral / active EE | $5,173 | $6,644-22.1% | $8,070-35.9% | $4,296+20.4% |
| Admin fee / account holder | $4,331 | $7,941-45.5% | $12,998-66.7% | $6,918-37.4% |