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 | $165,501 | $105,998+56.1% | $92,233+79.4% | $147,584+12.1% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 19.21% | 50.05%-30.8pp | 176.28%-157.1pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,926 | $4,333-32.5% | $3,679-20.5% | $4,876-40.0% |
| Participant deferral / active EE | $5,516 | $4,478+23.2% | $3,897+41.6% | $5,439+1.4% |
| Admin fee / account holder | $1,896 | $6,332-70.1% | $5,194-63.5% | $10,885-82.6% |