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 | $171,652 | $58,208+194.9% | $81,812+109.8% | $80,856+112.3% |
| Participation rate | 68.4% | 63.4%+5.0pp | 72.3%-3.9pp | 67.6%+0.8pp |
| Annual return | 13.87% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,376 | $2,340+1.6% | $2,912-18.4% | $2,755-13.7% |
| Participant deferral / active EE | $5,508 | $3,281+67.9% | $4,319+27.6% | $4,296+28.2% |
| Admin fee / account holder | $4,251 | $4,981-14.7% | $7,386-42.4% | $6,918-38.5% |