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 | $208,960 | $162,781+28.4% | $133,956+56.0% | $158,922+31.5% |
| Participation rate | 64.3% | 83.2%-18.9pp | 79.8%-15.6pp | 82.0%-17.7pp |
| Annual return | 13.22% | 41.94%-28.7pp | 45.09%-31.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,268 | $4,975-54.4% | $3,919-42.1% | $4,761-52.4% |
| Participant deferral / active EE | $4,416 | $5,911-25.3% | $5,048-12.5% | $5,982-26.2% |
| Admin fee / account holder | $1,518 | $11,736-87.1% | $8,927-83.0% | $11,246-86.5% |