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 | $115,169 | $63,346+81.8% | $92,233+24.9% | $70,131+64.2% |
| Participation rate | 64.9% | 68.7%-3.7pp | 76.5%-11.5pp | 69.5%-4.6pp |
| Annual return | 20.58% | 530.12%-509.5pp | 176.28%-155.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,537 | $2,471+2.7% | $3,679-31.1% | $2,342+8.3% |
| Participant deferral / active EE | $5,083 | $2,854+78.1% | $3,897+30.4% | $3,332+52.6% |
| Admin fee / account holder | $7,602 | $3,840+97.9% | $5,194+46.4% | $4,645+63.6% |