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 | $222,711 | $83,902+165.4% | $167,512+33.0% | $84,808+162.6% |
| Participation rate | 65.5% | 66.5%-1.0pp | 77.1%-11.6pp | 68.3%-2.9pp |
| Annual return | 15.90% | 91.55%-75.7pp | 1615.79%-1599.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,507 | $2,264-33.4% | $3,882-61.2% | $2,631-42.7% |
| Participant deferral / active EE | $6,129 | $4,442+38.0% | $6,405-4.3% | $4,212+45.5% |
| Admin fee / account holder | $2,255 | $7,915-71.5% | $9,769-76.9% | $7,344-69.3% |