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 | $152,651 | $148,534+2.8% | $135,903+12.3% | $139,434+9.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 18.29% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,937 | $5,243-63.0% | $4,856-60.1% | $4,751-59.2% |
| Participant deferral / active EE | $5,486 | $8,100-32.3% | $7,758-29.3% | $6,710-18.2% |
| Admin fee / account holder | $15,324 | $12,400+23.6% | $10,762+42.4% | $11,403+34.4% |