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 | $191,063 | $102,317+86.7% | $146,958+30.0% | $80,856+136.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 27.20% | 134.76%-107.6pp | 418.34%-391.1pp | 35.59%-8.4pp |
| Employer contribution / active EE | $5,730 | $3,713+54.3% | $4,933+16.2% | $2,755+108.0% |
| Participant deferral / active EE | $3,411 | $6,644-48.7% | $8,070-57.7% | $4,296-20.6% |
| Admin fee / account holder | $615 | $7,941-92.3% | $12,998-95.3% | $6,918-91.1% |