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 | $86,526 | $45,152+91.6% | $73,843+17.2% | $59,632+45.1% |
| Participation rate | 63.6% | 64.0%-0.4pp | 73.4%-9.8pp | 68.7%-5.0pp |
| Annual return | 3.19% | 27.40%-24.2pp | 2267.84%-2264.7pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $5,644 | $1,902+196.8% | $2,787+102.5% | $2,203+156.3% |
| Participant deferral / active EE | $3,759 | $2,574+46.0% | $3,583+4.9% | $3,192+17.8% |
| Admin fee / account holder | $6,828 | $3,516+94.2% | $4,880+39.9% | $4,297+58.9% |