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 | $125,198 | $85,766+46.0% | $136,294-8.1% | $70,131+78.5% |
| Participation rate | 61.8% | 74.2%-12.4pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 15.71% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $6,824 | $2,966+130.1% | $4,695+45.3% | $2,342+191.3% |
| Participant deferral / active EE | $21,247 | $5,051+320.6% | $6,247+240.1% | $3,332+537.7% |
| Admin fee / account holder | $12,549 | $5,420+131.5% | $9,243+35.8% | $4,645+170.1% |