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 | $182,575 | $156,846+16.4% | $121,098+50.8% | $139,434+30.9% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 18.20% | 1474.56%-1456.4pp | 985.75%-967.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,323 | $5,536-76.1% | $4,164-68.2% | $4,751-72.1% |
| Participant deferral / active EE | $6,064 | $4,844+25.2% | $4,080+48.6% | $6,710-9.6% |
| Admin fee / account holder | $1,628 | $6,946-76.6% | $5,644-71.2% | $11,403-85.7% |