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 | $189,203 | $85,202+122.1% | $172,739+9.5% | $72,985+159.2% |
| Participation rate | 68.0% | 70.1%-2.1pp | 82.6%-14.6pp | 69.5%-1.5pp |
| Annual return | 19.96% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,777 | $3,324-46.5% | $5,143-65.4% | $2,440-27.2% |
| Participant deferral / active EE | $3,616 | $3,260+10.9% | $5,198-30.4% | $3,607+0.2% |
| Admin fee / account holder | $573 | $5,884-90.3% | $13,954-95.9% | $5,124-88.8% |