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 | $188,636 | $165,335+14.1% | $149,696+26.0% | $158,922+18.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.41% | 348.15%-329.7pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,629 | $5,103-68.1% | $4,644-64.9% | $4,761-65.8% |
| Participant deferral / active EE | $2,847 | $7,181-60.4% | $6,842-58.4% | $5,982-52.4% |
| Admin fee / account holder | $46,035 | $10,807+326.0% | $9,309+394.5% | $11,246+309.4% |