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 | $221,786 | $154,117+43.9% | $129,995+70.6% | $139,434+59.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 10.42% | 32.48%-22.1pp | -137.18%+147.6pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,020 | $5,289-61.8% | $4,320-53.2% | $4,751-57.5% |
| Participant deferral / active EE | $3,485 | $6,710-48.1% | $5,820-40.1% | $6,710-48.1% |
| Admin fee / account holder | $18,429 | $14,007+31.6% | $10,614+73.6% | $11,403+61.6% |