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 | $103,487 | $74,888+38.2% | $71,209+45.3% | $142,382-27.3% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 20.51% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,489 | $2,854+92.3% | $2,721+101.7% | $4,299+27.7% |
| Participant deferral / active EE | $4,197 | $4,454-5.8% | $4,175+0.5% | $6,507-35.5% |
| Admin fee / account holder | $4,525 | $5,568-18.7% | $5,349-15.4% | $12,624-64.2% |