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 | $154,977 | $65,409+136.9% | $98,442+57.4% | $85,850+80.5% |
| Participation rate | 69.0% | 65.0%+4.0pp | 73.3%-4.3pp | 69.3%-0.3pp |
| Annual return | 13.34% | 21.76%-8.4pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $6,573 | $2,168+203.2% | $2,960+122.1% | $2,565+156.3% |
| Participant deferral / active EE | $2,959 | $3,166-6.6% | $4,276-30.8% | $3,952-25.1% |
| Admin fee / account holder | $8,680 | $4,593+89.0% | $5,949+45.9% | $6,260+38.7% |