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 | $172,357 | $88,751+94.2% | $81,812+110.7% | $145,922+18.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.85% | 1025.40%-1011.6pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,785 | $3,083-42.1% | $2,912-38.7% | $4,660-61.7% |
| Participant deferral / active EE | $8,546 | $4,643+84.1% | $4,319+97.9% | $6,688+27.8% |
| Admin fee / account holder | $935 | $8,415-88.9% | $7,386-87.3% | $13,397-93.0% |