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 | $222,319 | $109,904+102.3% | $97,167+128.8% | $145,959+52.3% |
| Participation rate | 61.1% | 75.9%-14.8pp | 72.7%-11.6pp | 80.3%-19.2pp |
| Annual return | 8.96% | 243.43%-234.5pp | 75.27%-66.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,498 | $3,084-51.4% | $2,729-45.1% | $4,661-67.9% |
| Participant deferral / active EE | $6,347 | $4,676+35.7% | $4,264+48.9% | $6,689-5.1% |
| Admin fee / account holder | $2,630 | $6,216-57.7% | $5,650-53.4% | $13,398-80.4% |