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 | $135,444 | $91,538+48.0% | $129,995+4.2% | $75,163+80.2% |
| Participation rate | 65.8% | 71.4%-5.6pp | 78.5%-12.7pp | 67.2%-1.4pp |
| Annual return | 20.45% | -631.11%+651.6pp | -137.18%+157.6pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,374 | $2,845-16.6% | $4,320-45.0% | $2,670-11.1% |
| Participant deferral / active EE | $7,556 | $4,341+74.1% | $5,820+29.8% | $4,125+83.2% |
| Admin fee / account holder | $5,000 | $6,790-26.4% | $10,614-52.9% | $5,651-11.5% |