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 | $172,582 | $102,604+68.2% | $86,188+100.2% | $139,434+23.8% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.0%-4.7pp | 80.3%-16.0pp |
| Annual return | 16.36% | 1922.51%-1906.1pp | 1168.45%-1152.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,821 | $3,032-40.0% | $2,380-23.5% | $4,751-61.7% |
| Participant deferral / active EE | $4,524 | $4,676-3.2% | $3,985+13.5% | $6,710-32.6% |
| Admin fee / account holder | $12,695 | $8,657+46.7% | $6,852+85.3% | $11,403+11.3% |