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 5-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 | $194,247 | $99,652+94.9% | $78,778+146.6% | $147,584+31.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 11.52% | 47.28%-35.8pp | 35.62%-24.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,158 | $2,796-58.6% | $1,986-41.7% | $4,876-76.2% |
| Participant deferral / active EE | $14,147 | $3,664+286.2% | $2,958+378.2% | $5,439+160.1% |
| Admin fee / account holder | $2,662 | $7,155-62.8% | $5,134-48.1% | $10,885-75.5% |