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 | $79,004 | $52,953+49.2% | $172,739-54.3% | $65,185+21.2% |
| Participation rate | 64.2% | 66.2%-2.0pp | 82.6%-18.4pp | 70.2%-6.0pp |
| Annual return | 28.71% | 30.12%-1.4pp | 802.84%-774.1pp | 29.38%-0.7pp |
| Employer contribution / active EE | $4,132 | $2,190+88.7% | $5,143-19.7% | $2,177+89.8% |
| Participant deferral / active EE | $8,578 | $2,471+247.2% | $5,198+65.0% | $3,514+144.1% |
| Admin fee / account holder | $5,663 | $472+1100.1% | $13,954-59.4% | $847+568.6% |