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 | $117,256 | $80,812+45.1% | $160,784-27.1% | $82,448+42.2% |
| Participation rate | 65.0% | 66.2%-1.2pp | 77.0%-12.0pp | 68.1%-3.1pp |
| Annual return | 174.91% | 100.59%+74.3pp | 1803.92%-1629.0pp | 41.64%+133.3pp |
| Employer contribution / active EE | $2,896 | $2,174+33.2% | $3,733-22.4% | $2,551+13.5% |
| Participant deferral / active EE | $4,987 | $4,335+15.0% | $6,293-20.7% | $4,139+20.5% |
| Admin fee / account holder | $3,669 | $7,695-52.3% | $9,717-62.2% | $7,234-49.3% |