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 | $151,283 | $60,323+150.8% | $81,812+84.9% | $74,495+103.1% |
| Participation rate | 59.0% | 62.9%-3.9pp | 72.3%-13.4pp | 67.2%-8.2pp |
| Annual return | 12.36% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,472 | $2,620-5.7% | $2,912-15.1% | $2,623-5.7% |
| Participant deferral / active EE | $4,856 | $3,387+43.4% | $4,319+12.4% | $4,346+11.7% |
| Admin fee / account holder | $2,490 | $1,486+67.6% | $7,386-66.3% | $1,942+28.2% |