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 | $139,719 | $49,922+179.9% | $80,569+73.4% | $75,163+85.9% |
| Participation rate | 64.0% | 55.3%+8.7pp | 67.0%-3.0pp | 67.2%-3.2pp |
| Annual return | 20.89% | 34.69%-13.8pp | 935.43%-914.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,916 | $1,698+12.9% | $2,723-29.6% | $2,670-28.2% |
| Participant deferral / active EE | $6,554 | $2,990+119.2% | $4,447+47.4% | $4,125+58.9% |
| Admin fee / account holder | $4,183 | $3,577+16.9% | $5,377-22.2% | $5,651-26.0% |