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 | $196,532 | $118,849+65.4% | $96,562+103.5% | $167,490+17.3% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 15.42% | 50.49%-35.1pp | 37.78%-22.4pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,109 | $3,120-64.5% | $2,356-52.9% | $4,837-77.1% |
| Participant deferral / active EE | $7,731 | $4,616+67.5% | $3,849+100.9% | $6,341+21.9% |
| Admin fee / account holder | $5,218 | $8,065-35.3% | $6,181-15.6% | $12,309-57.6% |