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 | $173,427 | $60,124+188.4% | $90,404+91.8% | $79,858+117.2% |
| Participation rate | 63.8% | 65.0%-1.2pp | 72.7%-8.9pp | 69.6%-5.8pp |
| Annual return | 17.56% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $8,286 | $2,068+300.7% | $3,262+154.0% | $2,471+235.3% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $946 | $3,976-76.2% | $5,611-83.1% | $5,306-82.2% |