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 | $165,081 | $102,317+61.3% | $146,958+12.3% | $80,856+104.2% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.2%-13.1pp | 67.6%+1.4pp |
| Annual return | 15.86% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,882 | $3,713+4.5% | $4,933-21.3% | $2,755+40.9% |
| Participant deferral / active EE | $5,241 | $6,644-21.1% | $8,070-35.1% | $4,296+22.0% |
| Admin fee / account holder | $14,476 | $7,941+82.3% | $12,998+11.4% | $6,918+109.3% |