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 | $191,815 | $103,376+85.6% | $87,100+120.2% | $152,861+25.5% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 26.51% | 28.10%-1.6pp | 28.19%-1.7pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,065 | $3,220-4.8% | $2,521+21.6% | $4,762-35.6% |
| Participant deferral / active EE | $6,010 | $4,778+25.8% | $4,049+48.4% | $5,850+2.7% |
| Admin fee / account holder | $2,043 | $12,205-83.3% | $7,497-72.7% | $11,596-82.4% |