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 | $191,577 | $152,587+25.6% | $125,175+53.0% | $152,861+25.3% |
| Participation rate | 43.8% | 83.3%-39.6pp | 79.8%-36.0pp | 82.4%-38.7pp |
| Annual return | 12.70% | 54.84%-42.1pp | 43.79%-31.1pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,281 | $4,946-53.9% | $3,865-41.0% | $4,762-52.1% |
| Participant deferral / active EE | $5,321 | $5,868-9.3% | $4,937+7.8% | $5,850-9.1% |
| Admin fee / account holder | $3,261 | $13,434-75.7% | $9,702-66.4% | $11,596-71.9% |