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 | $222,734 | $110,809+101.0% | $86,874+156.4% | $167,490+33.0% |
| Participation rate | 54.5% | 75.8%-21.2pp | 71.6%-17.1pp | 82.1%-27.6pp |
| Annual return | 15.22% | 116.98%-101.8pp | 63.52%-48.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,935 | $3,244-40.4% | $2,495-22.5% | $4,837-60.0% |
| Participant deferral / active EE | $5,553 | $4,546+22.1% | $3,699+50.1% | $6,341-12.4% |
| Admin fee / account holder | $4,049 | $8,415-51.9% | $5,828-30.5% | $12,309-67.1% |