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 | $190,244 | $105,859+79.7% | $90,160+111.0% | $147,584+28.9% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 19.06% | 37.63%-18.6pp | 34.88%-15.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $9,919 | $4,126+140.4% | $3,318+198.9% | $4,876+103.4% |
| Participant deferral / active EE | $12,094 | $5,733+110.9% | $5,288+128.7% | $5,439+122.4% |
| Admin fee / account holder | $1,089 | $8,046-86.5% | $5,943-81.7% | $10,885-90.0% |