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 | $211,211 | $102,317+106.4% | $146,958+43.7% | $80,856+161.2% |
| Participation rate | 63.4% | 75.8%-12.4pp | 82.2%-18.7pp | 67.6%-4.2pp |
| Annual return | 14.63% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,728 | $3,713+0.4% | $4,933-24.4% | $2,755+35.3% |
| Participant deferral / active EE | $7,900 | $6,644+18.9% | $8,070-2.1% | $4,296+83.9% |
| Admin fee / account holder | $1,213 | $7,941-84.7% | $12,998-90.7% | $6,918-82.5% |