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 | $203,176 | $111,535+82.2% | $105,223+93.1% | $137,256+48.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 19.59% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,326 | $3,939-15.6% | $3,689-9.8% | $4,156-20.0% |
| Participant deferral / active EE | $8,404 | $5,500+52.8% | $5,072+65.7% | $6,407+31.2% |
| Admin fee / account holder | $3,174 | $9,721-67.4% | $8,859-64.2% | $12,270-74.1% |