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 8-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 | $191,932 | $86,286+122.4% | $111,297+72.5% | $85,850+123.6% |
| Participation rate | 69.0% | 73.3%-4.3pp | 77.3%-8.3pp | 69.3%-0.3pp |
| Annual return | 12.31% | 19.99%-7.7pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,439 | $2,043+19.4% | $2,731-10.7% | $2,565-4.9% |
| Participant deferral / active EE | $6,871 | $3,641+88.7% | $4,487+53.1% | $3,952+73.9% |
| Admin fee / account holder | $22,042 | $8,188+169.2% | $7,964+176.8% | $6,260+252.1% |