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 | $212,121 | $115,708+83.3% | $65,255+225.1% | $139,434+52.1% |
| Participation rate | 60.0% | 67.8%-7.8pp | 65.0%-5.0pp | 80.3%-20.3pp |
| Annual return | 12.66% | 31.19%-18.5pp | 47.35%-34.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,048 | $2,599+17.3% | $1,691+80.2% | $4,751-35.8% |
| Participant deferral / active EE | $7,686 | $4,240+81.3% | $2,831+171.5% | $6,710+14.5% |
| Admin fee / account holder | $90,247 | $6,698+1247.3% | $4,112+2094.8% | $11,403+691.5% |