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 | $214,717 | $91,538+134.6% | $129,995+65.2% | $75,163+185.7% |
| Participation rate | 64.7% | 71.4%-6.7pp | 78.5%-13.8pp | 67.2%-2.5pp |
| Annual return | 14.86% | -631.11%+646.0pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,944 | $2,845+38.6% | $4,320-8.7% | $2,670+47.7% |
| Participant deferral / active EE | $7,846 | $4,341+80.7% | $5,820+34.8% | $4,125+90.2% |
| Admin fee / account holder | $4,765 | $6,790-29.8% | $10,614-55.1% | $5,651-15.7% |