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 | $195,469 | $72,492+169.6% | $87,100+124.4% | $72,985+167.8% |
| Participation rate | 68.8% | 72.8%-4.1pp | 76.9%-8.1pp | 69.5%-0.7pp |
| Annual return | 25.35% | 24.46%+0.9pp | 28.19%-2.8pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,882 | $1,894+52.2% | $2,521+14.3% | $2,440+18.1% |
| Participant deferral / active EE | $6,154 | $3,270+88.2% | $4,049+52.0% | $3,607+70.6% |
| Admin fee / account holder | $42,555 | $5,055+741.9% | $7,497+467.7% | $5,124+730.4% |