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 | $222,960 | $77,813+186.5% | $123,544+80.5% | $64,186+247.4% |
| Participation rate | 69.8% | 74.7%-4.9pp | 82.3%-12.5pp | 69.6%+0.3pp |
| Annual return | -5.36% | 12.48%-17.8pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,792 | $3,014-7.4% | $4,628-39.7% | $2,381+17.3% |
| Participant deferral / active EE | $10,572 | $5,240+101.8% | $6,426+64.5% | $3,470+204.7% |
| Admin fee / account holder | $8,232 | $5,519+49.2% | $9,284-11.3% | $4,888+68.4% |