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 | $124,980 | $92,222+35.5% | $76,768+62.8% | $135,375-7.7% |
| Participation rate | 29.2% | 79.8%-50.6pp | 77.0%-47.8pp | 82.6%-53.5pp |
| Annual return | 27.54% | 5.46%+22.1pp | 2.43%+25.1pp | 519.73%-492.2pp |
| Employer contribution / active EE | $1,500 | $3,216-53.3% | $2,485-39.6% | $4,779-68.6% |
| Participant deferral / active EE | $4,647 | $4,509+3.1% | $3,852+20.7% | $5,609-17.1% |
| Admin fee / account holder | $31,823 | $10,748+196.1% | $6,675+376.8% | $10,827+193.9% |