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 | $106,195 | $61,774+71.9% | $97,226+9.2% | $80,856+31.3% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.7%-4.7pp | 67.6%+0.4pp |
| Annual return | 13.11% | -557.90%+571.0pp | 75.13%-62.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,949 | $1,837+6.1% | $2,729-28.6% | $2,755-29.3% |
| Participant deferral / active EE | $6,375 | $3,029+110.5% | $4,264+49.5% | $4,296+48.4% |
| Admin fee / account holder | $23,228 | $5,166+349.6% | $5,654+310.9% | $6,918+235.8% |