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 | $126,047 | $58,208+116.5% | $81,812+54.1% | $80,856+55.9% |
| Participation rate | 59.4% | 63.4%-4.0pp | 72.3%-13.0pp | 67.6%-8.3pp |
| Annual return | 18.71% | 41.66%-22.9pp | 773.79%-755.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,323 | $2,340+42.0% | $2,912+14.1% | $2,755+20.6% |
| Participant deferral / active EE | $5,156 | $3,281+57.1% | $4,319+19.4% | $4,296+20.0% |
| Admin fee / account holder | $8,181 | $4,981+64.2% | $7,386+10.8% | $6,918+18.3% |