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 | $177,306 | $165,335+7.2% | $149,696+18.4% | $158,922+11.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.48% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,232 | $5,103-56.3% | $4,644-51.9% | $4,761-53.1% |
| Participant deferral / active EE | $5,539 | $7,181-22.9% | $6,842-19.0% | $5,982-7.4% |
| Admin fee / account holder | $1,667 | $10,807-84.6% | $9,309-82.1% | $11,246-85.2% |