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 | $192,664 | $112,881+70.7% | $90,951+111.8% | $158,922+21.2% |
| Participation rate | 56.5% | 74.7%-18.2pp | 69.0%-12.5pp | 82.0%-25.4pp |
| Annual return | 15.47% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,146 | $2,893-60.4% | $2,122-46.0% | $4,761-75.9% |
| Participant deferral / active EE | $1,872 | $4,128-54.6% | $3,373-44.5% | $5,982-68.7% |
| Admin fee / account holder | $16,953 | $8,041+110.8% | $5,959+184.5% | $11,246+50.7% |