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 | $184,404 | $49,922+269.4% | $80,569+128.9% | $75,163+145.3% |
| Participation rate | 60.0% | 55.3%+4.7pp | 67.0%-7.0pp | 67.2%-7.2pp |
| Annual return | 20.68% | 34.69%-14.0pp | 935.43%-914.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $852 | $1,698-49.8% | $2,723-68.7% | $2,670-68.1% |
| Participant deferral / active EE | $10,961 | $2,990+266.5% | $4,447+146.5% | $4,125+165.7% |
| Admin fee / account holder | $820 | $3,577-77.1% | $5,377-84.8% | $5,651-85.5% |