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 | $194,219 | $63,346+206.6% | $92,233+110.6% | $70,131+176.9% |
| Participation rate | 69.9% | 68.7%+1.2pp | 76.5%-6.6pp | 69.5%+0.3pp |
| Annual return | 17.53% | 530.12%-512.6pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,694 | $2,471-31.4% | $3,679-54.0% | $2,342-27.7% |
| Participant deferral / active EE | $8,145 | $2,854+185.4% | $3,897+109.0% | $3,332+144.5% |
| Admin fee / account holder | $7,515 | $3,840+95.7% | $5,194+44.7% | $4,645+61.8% |