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 | $117,724 | $102,382+15.0% | $147,005-19.9% | $80,874+45.6% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 16.07% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $11,207 | $3,715+201.7% | $4,934+127.1% | $2,756+306.7% |
| Participant deferral / active EE | $4,226 | $6,646-36.4% | $8,070-47.6% | $4,297-1.7% |
| Admin fee / account holder | $5,710 | $7,942-28.1% | $13,006-56.1% | $6,935-17.7% |