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 | $195,425 | $98,750+97.9% | $149,696+30.5% | $79,858+144.7% |
| Participation rate | 67.5% | 75.8%-8.2pp | 82.5%-14.9pp | 69.6%-2.1pp |
| Annual return | 14.11% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,961 | $3,216-7.9% | $4,644-36.2% | $2,471+19.8% |
| Participant deferral / active EE | $7,999 | $5,680+40.8% | $6,842+16.9% | $3,740+113.9% |
| Admin fee / account holder | $3,708 | $6,053-38.7% | $9,309-60.2% | $5,306-30.1% |