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 | $214,671 | $77,899+175.6% | $149,673+43.4% | $75,163+185.6% |
| Participation rate | 52.0% | 65.6%-13.6pp | 78.8%-26.8pp | 67.2%-15.2pp |
| Annual return | 15.93% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,383 | $3,137-24.0% | $4,818-50.5% | $2,670-10.7% |
| Participant deferral / active EE | $4,271 | $3,411+25.2% | $5,680-24.8% | $4,125+3.5% |
| Admin fee / account holder | $10,089 | $5,956+69.4% | $13,210-23.6% | $5,651+78.5% |