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 | $235,978 | $111,301+112.0% | $112,977+108.9% | $158,922+48.5% |
| Participation rate | 69.6% | 83.5%-13.9pp | 82.6%-13.0pp | 82.0%-12.4pp |
| Annual return | 17.66% | 26.40%-8.7pp | 24.24%-6.6pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,573 | $4,471-42.5% | $4,255-39.5% | $4,761-46.0% |
| Participant deferral / active EE | $7,297 | $5,880+24.1% | $5,836+25.0% | $5,982+22.0% |
| Admin fee / account holder | $1,048 | $8,392-87.5% | $6,294-83.4% | $11,246-90.7% |