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 | $196,262 | $86,286+127.5% | $111,297+76.3% | $85,850+128.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 15.95% | 19.99%-4.0pp | 54.65%-38.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,274 | $2,043+11.3% | $2,731-16.7% | $2,565-11.4% |
| Participant deferral / active EE | $3,352 | $3,641-7.9% | $4,487-25.3% | $3,952-15.2% |
| Admin fee / account holder | $62,865 | $8,188+667.8% | $7,964+689.4% | $6,260+904.3% |