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 | $188,332 | $148,534+26.8% | $135,903+38.6% | $139,434+35.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 36.13% | 79.19%-43.1pp | 68.23%-32.1pp | 372.94%-336.8pp |
| Employer contribution / active EE | $3,576 | $5,243-31.8% | $4,856-26.4% | $4,751-24.7% |
| Participant deferral / active EE | $7,936 | $8,100-2.0% | $7,758+2.3% | $6,710+18.3% |
| Admin fee / account holder | $2,874 | $12,400-76.8% | $10,762-73.3% | $11,403-74.8% |