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 | $135,315 | $85,202+58.8% | $172,739-21.7% | $72,985+85.4% |
| Participation rate | 69.4% | 70.1%-0.7pp | 82.6%-13.3pp | 69.5%-0.1pp |
| Annual return | 23.62% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,187 | $3,324-34.2% | $5,143-57.5% | $2,440-10.4% |
| Participant deferral / active EE | $4,313 | $3,260+32.3% | $5,198-17.0% | $3,607+19.6% |
| Admin fee / account holder | $5,777 | $5,884-1.8% | $13,954-58.6% | $5,124+12.7% |