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 | $98,273 | $70,669+39.1% | $169,368-42.0% | $75,163+30.7% |
| Participation rate | 65.6% | 64.8%+0.8pp | 77.1%-11.6pp | 67.2%-1.6pp |
| Annual return | 18.84% | 36.36%-17.5pp | 405.60%-386.8pp | 160.62%-141.8pp |
| Employer contribution / active EE | $5,205 | $2,211+135.5% | $4,013+29.7% | $2,670+95.0% |
| Participant deferral / active EE | $5,488 | $4,311+27.3% | $6,221-11.8% | $4,125+33.0% |
| Admin fee / account holder | $3,723 | $5,402-31.1% | $9,003-58.6% | $5,651-34.1% |