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 | $160,390 | $91,538+75.2% | $129,995+23.4% | $75,163+113.4% |
| Participation rate | 69.7% | 71.4%-1.7pp | 78.5%-8.7pp | 67.2%+2.5pp |
| Annual return | 18.58% | -631.11%+649.7pp | -137.18%+155.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,905 | $2,845+37.2% | $4,320-9.6% | $2,670+46.3% |
| Participant deferral / active EE | $7,857 | $4,341+81.0% | $5,820+35.0% | $4,125+90.5% |
| Admin fee / account holder | $12,634 | $6,790+86.1% | $10,614+19.0% | $5,651+123.6% |