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 | $178,658 | $85,202+109.7% | $172,739+3.4% | $72,985+144.8% |
| Participation rate | 60.3% | 70.1%-9.7pp | 82.6%-22.3pp | 69.5%-9.1pp |
| Annual return | 20.04% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $4,473 | $3,324+34.6% | $5,143-13.0% | $2,440+83.3% |
| Participant deferral / active EE | $2,840 | $3,260-12.9% | $5,198-45.4% | $3,607-21.3% |
| Admin fee / account holder | $1,305 | $5,884-77.8% | $13,954-90.6% | $5,124-74.5% |