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 | $172,157 | $85,766+100.7% | $136,294+26.3% | $70,131+145.5% |
| Participation rate | 68.6% | 74.2%-5.5pp | 81.9%-13.3pp | 69.5%-0.9pp |
| Annual return | 15.25% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,604 | $2,966+21.5% | $4,695-23.2% | $2,342+53.9% |
| Participant deferral / active EE | $3,634 | $5,051-28.1% | $6,247-41.8% | $3,332+9.1% |
| Admin fee / account holder | $5,053 | $5,420-6.8% | $9,243-45.3% | $4,645+8.8% |