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 | $222,137 | $77,314+187.3% | $177,989+24.8% | $80,856+174.7% |
| Participation rate | 63.4% | 65.7%-2.3pp | 77.1%-13.7pp | 67.6%-4.2pp |
| Annual return | 12.29% | 18.09%-5.8pp | 294.48%-282.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,653 | $2,292-27.9% | $3,949-58.1% | $2,755-40.0% |
| Participant deferral / active EE | $6,259 | $4,411+41.9% | $6,276-0.3% | $4,296+45.7% |
| Admin fee / account holder | $16,224 | $7,191+125.6% | $10,363+56.6% | $6,918+134.5% |