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 | $235,684 | $114,381+106.1% | $107,525+119.2% | $142,382+65.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 17.55% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,305 | $4,015-17.7% | $3,754-12.0% | $4,299-23.1% |
| Participant deferral / active EE | $7,355 | $5,564+32.2% | $5,116+43.8% | $6,507+13.0% |
| Admin fee / account holder | $2,609 | $9,860-73.5% | $8,919-70.7% | $12,624-79.3% |