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 | $204,626 | $77,899+162.7% | $149,673+36.7% | $75,163+172.2% |
| Participation rate | 52.9% | 65.6%-12.6pp | 78.8%-25.8pp | 67.2%-14.3pp |
| Annual return | 20.13% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,817 | $3,137-10.2% | $4,818-41.5% | $2,670+5.5% |
| Participant deferral / active EE | $5,538 | $3,411+62.4% | $5,680-2.5% | $4,125+34.3% |
| Admin fee / account holder | $42,626 | $5,956+615.6% | $13,210+222.7% | $5,651+654.3% |