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 | $151,551 | $98,750+53.5% | $149,696+1.2% | $79,858+89.8% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 26.99% | 27.43%-0.4pp | 276.60%-249.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $2,981 | $3,216-7.3% | $4,644-35.8% | $2,471+20.6% |
| Participant deferral / active EE | $9,854 | $5,680+73.5% | $6,842+44.0% | $3,740+163.5% |
| Admin fee / account holder | $14,296 | $6,053+136.2% | $9,309+53.6% | $5,306+169.4% |