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 | $220,330 | $102,966+114.0% | $90,281+144.0% | $152,861+44.1% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 19.30% | 95.16%-75.9pp | 78.10%-58.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,492 | $3,139-52.5% | $2,854-47.7% | $4,762-68.7% |
| Participant deferral / active EE | $2,474 | $4,281-42.2% | $3,885-36.3% | $5,850-57.7% |
| Admin fee / account holder | $674 | $6,171-89.1% | $5,351-87.4% | $11,596-94.2% |