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 | $186,095 | $96,305+93.2% | $80,569+131.0% | $139,434+33.5% |
| Participation rate | 55.6% | 73.6%-18.1pp | 67.0%-11.4pp | 80.3%-24.8pp |
| Annual return | 13.50% | 1350.08%-1336.6pp | 935.43%-921.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,013 | $3,262-38.3% | $2,723-26.1% | $4,751-57.6% |
| Participant deferral / active EE | $5,077 | $5,232-3.0% | $4,447+14.2% | $6,710-24.3% |
| Admin fee / account holder | $1,726 | $6,599-73.8% | $5,377-67.9% | $11,403-84.9% |