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 | $225,375 | $112,729+99.9% | $98,716+128.3% | $137,256+64.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 10.43% | 38.48%-28.1pp | 31.81%-21.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,223 | $2,725-55.1% | $2,279-46.3% | $4,156-70.6% |
| Participant deferral / active EE | $3,740 | $4,640-19.4% | $4,048-7.6% | $6,407-41.6% |
| Admin fee / account holder | $42,071 | $10,129+315.4% | $8,703+383.4% | $12,270+242.9% |