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 | $189,428 | $117,841+60.7% | $102,423+84.9% | $145,922+29.8% |
| Participation rate | 69.6% | 78.6%-9.0pp | 76.5%-6.9pp | 80.3%-10.7pp |
| Annual return | 26.42% | 31.65%-5.2pp | 29.32%-2.9pp | 561.29%-534.9pp |
| Employer contribution / active EE | $7,258 | $3,615+100.8% | $3,023+140.1% | $4,660+55.8% |
| Participant deferral / active EE | $7,529 | $5,731+31.4% | $5,053+49.0% | $6,688+12.6% |
| Admin fee / account holder | $7,739 | $13,326-41.9% | $9,451-18.1% | $13,397-42.2% |