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 | $244,719 | $159,602+53.3% | $150,045+63.1% | $142,382+71.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 33.14% | 70.24%-37.1pp | 62.55%-29.4pp | 217.08%-183.9pp |
| Employer contribution / active EE | $4,744 | $4,961-4.4% | $4,693+1.1% | $4,299+10.3% |
| Participant deferral / active EE | $16,813 | $8,310+102.3% | $7,997+110.2% | $6,507+158.4% |
| Admin fee / account holder | $289,493 | $14,846+1849.9% | $13,435+2054.8% | $12,624+2193.3% |