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 | $199,552 | $168,632+18.3% | $147,614+35.2% | $125,391+59.1% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | 1.20% | 77.65%-76.4pp | 61.98%-60.8pp | 282.22%-281.0pp |
| Employer contribution / active EE | $8,448 | $6,252+35.1% | $5,564+51.8% | $4,866+73.6% |
| Participant deferral / active EE | $7,498 | $5,507+36.2% | $4,895+53.2% | $5,352+40.1% |
| Admin fee / account holder | $7,726 | $13,580-43.1% | $11,611-33.5% | $9,540-19.0% |