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 | $164,008 | $96,635+69.7% | $86,612+89.4% | $139,434+17.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 18.71% | 106.41%-87.7pp | 591.07%-572.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,619 | $3,263-50.4% | $3,022-46.4% | $4,751-65.9% |
| Participant deferral / active EE | $6,582 | $4,836+36.1% | $4,438+48.3% | $6,710-1.9% |
| Admin fee / account holder | $12,256 | $6,408+91.3% | $5,614+118.3% | $11,403+7.5% |