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 | $197,967 | $72,071+174.7% | $68,368+189.6% | $137,256+44.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 22.61% | 353.14%-330.5pp | 292.57%-270.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $21,060 | $2,788+655.4% | $2,649+695.0% | $4,156+406.7% |
| Participant deferral / active EE | $15,519 | $4,410+251.9% | $4,123+276.4% | $6,407+142.2% |
| Admin fee / account holder | $685 | $5,336-87.2% | $5,150-86.7% | $12,270-94.4% |