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 | $213,019 | $102,966+106.9% | $90,281+135.9% | $152,861+39.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 18.42% | 95.16%-76.7pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $6,596 | $3,139+110.2% | $2,854+131.1% | $4,762+38.5% |
| Participant deferral / active EE | $7,951 | $4,281+85.7% | $3,885+104.6% | $5,850+35.9% |
| Admin fee / account holder | $1,327 | $6,171-78.5% | $5,351-75.2% | $11,596-88.6% |