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 | $198,727 | $154,117+28.9% | $129,995+52.9% | $139,434+42.5% |
| Participation rate | 64.7% | 82.0%-17.2pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 21.29% | 32.48%-11.2pp | -137.18%+158.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,955 | $5,289-63.0% | $4,320-54.7% | $4,751-58.8% |
| Participant deferral / active EE | $4,441 | $6,710-33.8% | $5,820-23.7% | $6,710-33.8% |
| Admin fee / account holder | $2,560 | $14,007-81.7% | $10,614-75.9% | $11,403-77.5% |