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 | $186,571 | $148,534+25.6% | $135,903+37.3% | $139,434+33.8% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 16.02% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,215 | $5,243-57.8% | $4,856-54.4% | $4,751-53.4% |
| Participant deferral / active EE | $6,123 | $8,100-24.4% | $7,758-21.1% | $6,710-8.8% |
| Admin fee / account holder | $2,467 | $12,400-80.1% | $10,762-77.1% | $11,403-78.4% |