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 | $175,314 | $114,381+53.3% | $107,525+63.0% | $142,382+23.1% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.1%-14.0pp | 80.1%-19.0pp |
| Annual return | 16.63% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,212 | $4,015-20.0% | $3,754-14.4% | $4,299-25.3% |
| Participant deferral / active EE | $4,195 | $5,564-24.6% | $5,116-18.0% | $6,507-35.5% |
| Admin fee / account holder | $2,656 | $9,860-73.1% | $8,919-70.2% | $12,624-79.0% |