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 | $191,084 | $99,957+91.2% | $149,696+27.6% | $73,488+160.0% |
| Participation rate | 56.6% | 75.7%-19.1pp | 82.5%-25.8pp | 70.7%-14.0pp |
| Annual return | 19.72% | 53.87%-34.2pp | 276.60%-256.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $3,322 | $3,191+4.1% | $4,644-28.5% | $2,270+46.3% |
| Participant deferral / active EE | $5,925 | $6,073-2.4% | $6,842-13.4% | $3,740+58.4% |
| Admin fee / account holder | $878 | $551+59.5% | $9,309-90.6% | $513+71.2% |