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 | $171,652 | $58,234+194.8% | $81,783+109.9% | $80,874+112.2% |
| Participation rate | 68.4% | 63.4%+5.0pp | 72.4%-3.9pp | 67.6%+0.8pp |
| Annual return | 13.87% | 41.70%-27.8pp | 775.05%-761.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $2,376 | $2,341+1.5% | $2,913-18.4% | $2,756-13.8% |
| Participant deferral / active EE | $5,508 | $3,283+67.8% | $4,320+27.5% | $4,297+28.2% |
| Admin fee / account holder | $4,251 | $4,982-14.7% | $7,380-42.4% | $6,935-38.7% |