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 | $206,265 | $149,040+38.4% | $120,225+71.6% | $137,256+50.3% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 16.07% | 605.68%-589.6pp | 439.23%-423.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,097 | $4,350-74.8% | $3,475-68.4% | $4,156-73.6% |
| Participant deferral / active EE | $2,403 | $4,655-48.4% | $3,999-39.9% | $6,407-62.5% |
| Admin fee / account holder | $9,936 | $6,348+56.5% | $5,696+74.4% | $12,270-19.0% |