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 | $220,098 | $124,281+77.1% | $109,143+101.7% | $167,490+31.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.91% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $5,574 | $4,207+32.5% | $3,722+49.8% | $4,837+15.2% |
| Participant deferral / active EE | $10,818 | $5,255+105.9% | $4,653+132.5% | $6,341+70.6% |
| Admin fee / account holder | $3,653 | $7,970-54.2% | $6,752-45.9% | $12,309-70.3% |