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 | $181,963 | $90,397+101.3% | $76,002+139.4% | $145,959+24.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 29.32% | 621.97%-592.7pp | 360.07%-330.7pp | 561.95%-532.6pp |
| Employer contribution / active EE | $2,168 | $3,317-34.6% | $2,688-19.3% | $4,661-53.5% |
| Participant deferral / active EE | $4,991 | $5,163-3.3% | $4,257+17.3% | $6,689-25.4% |
| Admin fee / account holder | $8,986 | $8,369+7.4% | $6,414+40.1% | $13,398-32.9% |