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 | $167,904 | $74,888+124.2% | $71,209+135.8% | $142,382+17.9% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 15.45% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,393 | $2,854+88.9% | $2,721+98.2% | $4,299+25.4% |
| Participant deferral / active EE | $4,394 | $4,454-1.4% | $4,175+5.2% | $6,507-32.5% |
| Admin fee / account holder | $60,694 | $5,568+990.0% | $5,349+1034.7% | $12,624+380.8% |