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 | $190,648 | $61,774+208.6% | $97,226+96.1% | $80,856+135.8% |
| Participation rate | 55.2% | 63.5%-8.3pp | 72.7%-17.5pp | 67.6%-12.5pp |
| Annual return | 19.32% | -557.90%+577.2pp | 75.13%-55.8pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,781 | $1,837+105.8% | $2,729+38.5% | $2,755+37.2% |
| Participant deferral / active EE | $4,335 | $3,029+43.1% | $4,264+1.7% | $4,296+0.9% |
| Admin fee / account holder | $636 | $5,166-87.7% | $5,654-88.8% | $6,918-90.8% |