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 | $138,607 | $58,208+138.1% | $81,812+69.4% | $80,856+71.4% |
| Participation rate | 58.7% | 63.4%-4.7pp | 72.3%-13.6pp | 67.6%-8.9pp |
| Annual return | 11.48% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,850 | $2,340+21.8% | $2,912-2.2% | $2,755+3.4% |
| Participant deferral / active EE | $5,150 | $3,281+57.0% | $4,319+19.3% | $4,296+19.9% |
| Admin fee / account holder | $2,165 | $4,981-56.5% | $7,386-70.7% | $6,918-68.7% |