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 | $202,605 | $89,753+125.7% | $107,525+88.4% | $84,808+138.9% |
| Participation rate | 45.9% | 68.1%-22.1pp | 75.1%-29.2pp | 68.3%-22.4pp |
| Annual return | 19.92% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $6,899 | $3,113+121.6% | $3,754+83.8% | $2,631+162.2% |
| Participant deferral / active EE | $3,753 | $4,056-7.5% | $5,116-26.6% | $4,212-10.9% |
| Admin fee / account holder | $3,724 | $7,222-48.4% | $8,919-58.2% | $7,344-49.3% |