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 | $120,061 | $86,286+39.1% | $111,297+7.9% | $85,850+39.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 11.22% | 19.99%-8.8pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $4,071 | $2,043+99.3% | $2,731+49.1% | $2,565+58.7% |
| Participant deferral / active EE | $1,738 | $3,641-52.3% | $4,487-61.3% | $3,952-56.0% |
| Admin fee / account holder | $84,920 | $8,188+937.1% | $7,964+966.3% | $6,260+1256.6% |