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 | $219,046 | $169,032+29.6% | $129,207+69.5% | $145,922+50.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.85% | 14330.11%-14319.3pp | 9417.33%-9406.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,101 | $5,537-62.1% | $4,153-49.4% | $4,660-54.9% |
| Participant deferral / active EE | $24,134 | $4,987+383.9% | $4,168+479.1% | $6,688+260.9% |
| Admin fee / account holder | $5,797 | $9,954-41.8% | $7,715-24.9% | $13,397-56.7% |