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 | $203,730 | $96,305+111.5% | $80,569+152.9% | $139,434+46.1% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 17.75% | 1350.08%-1332.3pp | 935.43%-917.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,724 | $3,262-47.1% | $2,723-36.7% | $4,751-63.7% |
| Participant deferral / active EE | $3,875 | $5,232-25.9% | $4,447-12.9% | $6,710-42.3% |
| Admin fee / account holder | $1,432 | $6,599-78.3% | $5,377-73.4% | $11,403-87.4% |