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 | $195,053 | $101,618+91.9% | $93,063+109.6% | $137,256+42.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 18.93% | 223.95%-205.0pp | 34.15%-15.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,217 | $2,707-55.1% | $2,476-50.9% | $4,156-70.7% |
| Participant deferral / active EE | $4,190 | $4,279-2.1% | $3,958+5.9% | $6,407-34.6% |
| Admin fee / account holder | $1,449 | $6,198-76.6% | $6,033-76.0% | $12,270-88.2% |