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 | $195,971 | $105,181+86.3% | $159,436+22.9% | $85,850+128.3% |
| Participation rate | 42.4% | 75.8%-33.4pp | 82.8%-40.4pp | 69.3%-26.9pp |
| Annual return | 16.37% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,445 | $3,318-56.5% | $4,829-70.1% | $2,565-43.7% |
| Participant deferral / active EE | $4,444 | $5,945-25.2% | $7,352-39.6% | $3,952+12.5% |
| Admin fee / account holder | $1,051 | $6,933-84.8% | $10,799-90.3% | $6,260-83.2% |