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 | $102,179 | $226,064-54.8% | $182,532-44.0% | $152,861-33.2% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.4%-13.2pp |
| Annual return | 23.88% | 192.51%-168.6pp | 148.54%-124.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $5,834 | $4,978+17.2% | $4,076+43.1% | $4,762+22.5% |
| Participant deferral / active EE | $4,361 | $6,368-31.5% | $5,524-21.1% | $5,850-25.5% |
| Admin fee / account holder | $943 | $10,703-91.2% | $8,592-89.0% | $11,596-91.9% |