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 | $210,167 | $107,334+95.8% | $92,893+126.2% | $152,861+37.5% |
| Participation rate | 69.6% | 79.8%-10.2pp | 76.0%-6.4pp | 82.4%-12.9pp |
| Annual return | 22.87% | 145.58%-122.7pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,523 | $4,221-16.5% | $3,653-3.6% | $4,762-26.0% |
| Participant deferral / active EE | $7,046 | $4,845+45.4% | $4,236+66.3% | $5,850+20.4% |
| Admin fee / account holder | $2,682 | $7,079-62.1% | $5,794-53.7% | $11,596-76.9% |