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 | $136,097 | $84,233+61.6% | $170,442-20.2% | $70,131+94.1% |
| Participation rate | 64.0% | 70.8%-6.8pp | 83.6%-19.6pp | 69.5%-5.5pp |
| Annual return | 18.77% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,005 | $3,387-11.3% | $5,433-44.7% | $2,342+28.3% |
| Participant deferral / active EE | $6,232 | $3,086+102.0% | $4,939+26.2% | $3,332+87.0% |
| Admin fee / account holder | $469 | $5,698-91.8% | $13,880-96.6% | $4,645-89.9% |