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 | $160,194 | $98,750+62.2% | $149,696+7.0% | $79,858+100.6% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.5%-15.3pp | 69.6%-2.4pp |
| Annual return | 19.18% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,334 | $3,216-27.4% | $4,644-49.8% | $2,471-5.5% |
| Participant deferral / active EE | $9,271 | $5,680+63.2% | $6,842+35.5% | $3,740+147.9% |
| Admin fee / account holder | $15,730 | $6,053+159.9% | $9,309+69.0% | $5,306+196.4% |