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 | $207,003 | $114,047+81.5% | $96,139+115.3% | $167,490+23.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 15.20% | 189.88%-174.7pp | 191.94%-176.7pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,444 | $3,427-28.7% | $2,797-12.6% | $4,837-49.5% |
| Participant deferral / active EE | $5,025 | $5,194-3.3% | $4,349+15.5% | $6,341-20.8% |
| Admin fee / account holder | $8,142 | $6,897+18.1% | $5,537+47.1% | $12,309-33.9% |