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 | $179,405 | $102,317+75.3% | $146,958+22.1% | $80,856+121.9% |
| Participation rate | 68.9% | 75.8%-6.9pp | 82.2%-13.3pp | 67.6%+1.3pp |
| Annual return | 14.76% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,386 | $3,713+72.0% | $4,933+29.5% | $2,755+131.8% |
| Participant deferral / active EE | $6,138 | $6,644-7.6% | $8,070-23.9% | $4,296+42.9% |
| Admin fee / account holder | $3,149 | $7,941-60.3% | $12,998-75.8% | $6,918-54.5% |