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 | $137,599 | $71,050+93.7% | $93,606+47.0% | $80,856+70.2% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.6%-14.1pp |
| Annual return | 18.09% | 11.26%+6.8pp | 133.20%-115.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,766 | $1,564+12.9% | $2,420-27.0% | $2,755-35.9% |
| Participant deferral / active EE | $7,092 | $4,034+75.8% | $4,411+60.8% | $4,296+65.1% |
| Admin fee / account holder | $9,319 | $6,945+34.2% | $8,285+12.5% | $6,918+34.7% |