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 | $200,832 | $77,145+160.3% | $108,410+85.3% | $85,850+133.9% |
| Participation rate | 66.7% | 74.7%-8.0pp | 80.1%-13.5pp | 69.3%-2.6pp |
| Annual return | 22.89% | 44.54%-21.6pp | 905.27%-882.4pp | 318.53%-295.6pp |
| Employer contribution / active EE | $2,244 | $2,379-5.7% | $3,558-36.9% | $2,565-12.5% |
| Participant deferral / active EE | $4,444 | $5,566-20.2% | $6,563-32.3% | $3,952+12.5% |
| Admin fee / account holder | $7,311 | $5,172+41.4% | $7,295+0.2% | $6,260+16.8% |