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 | $240,565 | $133,922+79.6% | $116,228+107.0% | $142,382+69.0% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.6%-10.3pp | 80.1%-15.8pp |
| Annual return | 15.63% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,955 | $3,446-14.2% | $2,994-1.3% | $4,299-31.3% |
| Participant deferral / active EE | $8,764 | $5,672+54.5% | $4,953+76.9% | $6,507+34.7% |
| Admin fee / account holder | $7,145 | $14,945-52.2% | $11,989-40.4% | $12,624-43.4% |