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 | $244,149 | $112,096+117.8% | $95,952+154.4% | $158,922+53.6% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 11.20% | 171.09%-159.9pp | 91.61%-80.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,165 | $3,198-32.3% | $2,541-14.8% | $4,761-54.5% |
| Participant deferral / active EE | $6,135 | $4,784+28.2% | $4,167+47.2% | $5,982+2.6% |
| Admin fee / account holder | $80,698 | $10,130+696.6% | $6,795+1087.5% | $11,246+617.6% |