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 | $222,711 | $80,812+175.6% | $160,784+38.5% | $82,448+170.1% |
| Participation rate | 65.5% | 66.2%-0.8pp | 77.0%-11.5pp | 68.1%-2.6pp |
| Annual return | 15.90% | 100.59%-84.7pp | 1803.92%-1788.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,507 | $2,174-30.7% | $3,733-59.6% | $2,551-40.9% |
| Participant deferral / active EE | $6,129 | $4,335+41.4% | $6,293-2.6% | $4,139+48.1% |
| Admin fee / account holder | $2,255 | $7,695-70.7% | $9,717-76.8% | $7,234-68.8% |