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 | $195,760 | $113,339+72.7% | $94,993+106.1% | $147,584+32.6% |
| Participation rate | 63.6% | 78.0%-14.3pp | 73.9%-10.2pp | 82.8%-19.2pp |
| Annual return | 18.01% | 20.77%-2.8pp | 27.12%-9.1pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,284 | $3,160+3.9% | $2,603+26.1% | $4,876-32.7% |
| Participant deferral / active EE | $7,691 | $3,777+103.6% | $3,317+131.9% | $5,439+41.4% |
| Admin fee / account holder | $315 | $6,063-94.8% | $4,960-93.6% | $10,885-97.1% |