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 | $200,828 | $91,190+120.2% | $178,490+12.5% | $79,858+151.5% |
| Participation rate | 58.3% | 69.2%-10.9pp | 81.9%-23.6pp | 69.6%-11.3pp |
| Annual return | 11.70% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,766 | $3,256+15.7% | $5,011-24.8% | $2,471+52.4% |
| Participant deferral / active EE | $6,353 | $3,236+96.3% | $5,202+22.1% | $3,740+69.9% |
| Admin fee / account holder | $7,789 | $6,751+15.4% | $13,984-44.3% | $5,306+46.8% |