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 | $198,152 | $65,409+202.9% | $98,442+101.3% | $85,850+130.8% |
| Participation rate | 68.2% | 65.0%+3.2pp | 73.3%-5.2pp | 69.3%-1.1pp |
| Annual return | 15.55% | 21.76%-6.2pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,450 | $2,168+13.0% | $2,960-17.2% | $2,565-4.5% |
| Participant deferral / active EE | $5,648 | $3,166+78.4% | $4,276+32.1% | $3,952+42.9% |
| Admin fee / account holder | $7,890 | $4,593+71.8% | $5,949+32.6% | $6,260+26.0% |