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 | $135,984 | $63,346+114.7% | $92,233+47.4% | $70,131+93.9% |
| Participation rate | 65.6% | 68.7%-3.0pp | 76.5%-10.9pp | 69.5%-3.9pp |
| Annual return | 17.53% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,519 | $2,471+42.4% | $3,679-4.4% | $2,342+50.2% |
| Participant deferral / active EE | $8,141 | $2,854+185.3% | $3,897+108.9% | $3,332+144.4% |
| Admin fee / account holder | $22,188 | $3,840+477.8% | $5,194+327.2% | $4,645+377.6% |