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 | $194,173 | $90,397+114.8% | $76,002+155.5% | $145,959+33.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 25.27% | 621.97%-596.7pp | 360.07%-334.8pp | 561.95%-536.7pp |
| Employer contribution / active EE | $1,782 | $3,317-46.3% | $2,688-33.7% | $4,661-61.8% |
| Participant deferral / active EE | $6,590 | $5,163+27.6% | $4,257+54.8% | $6,689-1.5% |
| Admin fee / account holder | $4,516 | $8,369-46.0% | $6,414-29.6% | $13,398-66.3% |