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 | $188,226 | $115,770+62.6% | $101,248+85.9% | $158,922+18.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 9.50% | 56.14%-46.6pp | 46.47%-37.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $4,121 | $4,175-1.3% | $3,660+12.6% | $4,761-13.4% |
| Participant deferral / active EE | $7,080 | $4,957+42.8% | $4,370+62.0% | $5,982+18.4% |
| Admin fee / account holder | $1,429 | $7,245-80.3% | $5,945-76.0% | $11,246-87.3% |