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 | $179,058 | $88,594+102.1% | $70,092+155.5% | $134,475+33.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | 2.13% | 442.67%-440.5pp | 190.73%-188.6pp | 417.96%-415.8pp |
| Employer contribution / active EE | $2,388 | $3,233-26.1% | $2,559-6.7% | $4,740-49.6% |
| Participant deferral / active EE | $7,175 | $4,772+50.4% | $3,849+86.4% | $6,400+12.1% |
| Admin fee / account holder | $5,750 | $10,441-44.9% | $6,267-8.2% | $11,426-49.7% |