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 | $188,696 | $106,515+77.2% | $96,683+95.2% | $139,434+35.3% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.3%-12.4pp | 80.3%-18.4pp |
| Annual return | 16.89% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $11,141 | $4,103+171.5% | $3,737+198.1% | $4,751+134.5% |
| Participant deferral / active EE | $4,544 | $5,454-16.7% | $4,878-6.8% | $6,710-32.3% |
| Admin fee / account holder | $6,515 | $7,877-17.3% | $6,730-3.2% | $11,403-42.9% |