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 | $136,865 | $47,848+186.0% | $81,478+68.0% | $70,131+95.2% |
| Participation rate | 55.2% | 58.3%-3.1pp | 68.0%-12.8pp | 69.5%-14.4pp |
| Annual return | 21.25% | 27.25%-6.0pp | 38.78%-17.5pp | 73.14%-51.9pp |
| Employer contribution / active EE | $4,787 | $1,527+213.5% | $2,568+86.4% | $2,342+104.4% |
| Participant deferral / active EE | $11,542 | $2,453+370.5% | $3,537+226.4% | $3,332+246.4% |
| Admin fee / account holder | $14,642 | $3,145+365.6% | $4,561+221.0% | $4,645+215.2% |