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 | $199,636 | $111,724+78.7% | $93,606+113.3% | $145,922+36.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.18% | 202.98%-193.8pp | 133.20%-124.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,865 | $3,090-39.6% | $2,420-22.9% | $4,660-60.0% |
| Participant deferral / active EE | $6,025 | $4,912+22.7% | $4,411+36.6% | $6,688-9.9% |
| Admin fee / account holder | $6,455 | $10,250-37.0% | $8,285-22.1% | $13,397-51.8% |