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 | $192,834 | $110,261+74.9% | $95,745+101.4% | $139,434+38.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 14.28% | 27.11%-12.8pp | 28.35%-14.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,645 | $3,257-18.8% | $2,835-6.7% | $4,751-44.3% |
| Participant deferral / active EE | $5,575 | $4,676+19.2% | $4,245+31.4% | $6,710-16.9% |
| Admin fee / account holder | $5,613 | $6,613-15.1% | $5,678-1.1% | $11,403-50.8% |