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 | $201,134 | $91,538+119.7% | $129,995+54.7% | $75,163+167.6% |
| Participation rate | 65.7% | 71.4%-5.7pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 22.39% | -631.11%+653.5pp | -137.18%+159.6pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,350 | $2,845-17.4% | $4,320-45.6% | $2,670-12.0% |
| Participant deferral / active EE | $5,378 | $4,341+23.9% | $5,820-7.6% | $4,125+30.4% |
| Admin fee / account holder | $3,667 | $6,790-46.0% | $10,614-65.5% | $5,651-35.1% |