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 | $107,634 | $63,346+69.9% | $92,233+16.7% | $70,131+53.5% |
| Participation rate | 65.3% | 68.7%-3.3pp | 76.5%-11.1pp | 69.5%-4.2pp |
| Annual return | 13.99% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,609 | $2,471-34.9% | $3,679-56.3% | $2,342-31.3% |
| Participant deferral / active EE | $3,675 | $2,854+28.8% | $3,897-5.7% | $3,332+10.3% |
| Admin fee / account holder | $8,935 | $3,840+132.7% | $5,194+72.0% | $4,645+92.3% |