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 | $202,447 | $185,822+8.9% | $169,993+19.1% | $139,434+45.2% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 14.13% | 60.50%-46.4pp | 53.37%-39.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,982 | $7,590-47.5% | $6,785-41.3% | $4,751-16.2% |
| Participant deferral / active EE | $4,281 | $11,622-63.2% | $10,408-58.9% | $6,710-36.2% |
| Admin fee / account holder | $2,890 | $15,381-81.2% | $12,815-77.4% | $11,403-74.7% |