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 | $237,044 | $158,398+49.7% | $126,539+87.3% | $142,382+66.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 11.64% | 593.76%-582.1pp | 425.95%-414.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $6,232 | $4,650+34.0% | $3,674+69.6% | $4,299+45.0% |
| Participant deferral / active EE | $7,546 | $4,767+58.3% | $4,083+84.8% | $6,507+16.0% |
| Admin fee / account holder | $1,027 | $6,918-85.2% | $6,065-83.1% | $12,624-91.9% |