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 | $246,259 | $167,484+47.0% | $151,611+62.4% | $134,475+83.1% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.5%-17.9pp | 81.2%-11.7pp |
| Annual return | -9.36% | 7.80%-17.2pp | 3.33%-12.7pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,581 | $6,829-62.2% | $6,166-58.1% | $4,740-45.6% |
| Participant deferral / active EE | $6,331 | $8,986-29.5% | $8,363-24.3% | $6,400-1.1% |
| Admin fee / account holder | $3,019 | $13,783-78.1% | $11,616-74.0% | $11,426-73.6% |