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 | $184,932 | $77,314+139.2% | $177,989+3.9% | $80,856+128.7% |
| Participation rate | 69.6% | 65.7%+3.9pp | 77.1%-7.5pp | 67.6%+1.9pp |
| Annual return | 13.84% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,070 | $2,292+33.9% | $3,949-22.3% | $2,755+11.4% |
| Participant deferral / active EE | $9,276 | $4,411+110.3% | $6,276+47.8% | $4,296+115.9% |
| Admin fee / account holder | $13,095 | $7,191+82.1% | $10,363+26.4% | $6,918+89.3% |