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 | $168,237 | $106,515+57.9% | $96,683+74.0% | $139,434+20.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 13.58% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,356 | $4,103-66.9% | $3,737-63.7% | $4,751-71.5% |
| Participant deferral / active EE | $5,450 | $5,454-0.1% | $4,878+11.7% | $6,710-18.8% |
| Admin fee / account holder | $321,655 | $7,877+3983.5% | $6,730+4679.8% | $11,403+2720.9% |