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 | $242,600 | $158,398+53.2% | $126,539+91.7% | $142,382+70.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 10.61% | 593.76%-583.2pp | 425.95%-415.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,683 | $4,650-63.8% | $3,674-54.2% | $4,299-60.8% |
| Participant deferral / active EE | $3,282 | $4,767-31.1% | $4,083-19.6% | $6,507-49.6% |
| Admin fee / account holder | $1,870 | $6,918-73.0% | $6,065-69.2% | $12,624-85.2% |