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 | $209,411 | $102,966+103.4% | $90,281+132.0% | $152,861+37.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 17.01% | 95.16%-78.2pp | 78.10%-61.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,650 | $3,139+16.3% | $2,854+27.9% | $4,762-23.3% |
| Participant deferral / active EE | $12,910 | $4,281+201.5% | $3,885+232.3% | $5,850+120.7% |
| Admin fee / account holder | $1,212 | $6,171-80.4% | $5,351-77.3% | $11,596-89.5% |