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 | $249,664 | $104,907+138.0% | $84,611+195.1% | $152,861+63.3% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.4%-19.9pp |
| Annual return | 12.53% | 373.79%-361.3pp | 258.74%-246.2pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,006 | $3,302-69.5% | $2,652-62.1% | $4,762-78.9% |
| Participant deferral / active EE | $8,986 | $4,688+91.7% | $3,899+130.5% | $5,850+53.6% |
| Admin fee / account holder | $1,591 | $6,241-74.5% | $4,912-67.6% | $11,596-86.3% |