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 | $199,434 | $98,750+102.0% | $149,696+33.2% | $79,858+149.7% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 33.99% | 27.43%+6.6pp | 276.60%-242.6pp | 31.71%+2.3pp |
| Employer contribution / active EE | $2,015 | $3,216-37.3% | $4,644-56.6% | $2,471-18.4% |
| Participant deferral / active EE | $4,802 | $5,680-15.5% | $6,842-29.8% | $3,740+28.4% |
| Admin fee / account holder | $1,793 | $6,053-70.4% | $9,309-80.7% | $5,306-66.2% |