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 | $121,142 | $58,234+108.0% | $81,783+48.1% | $80,874+49.8% |
| Participation rate | 57.6% | 63.4%-5.8pp | 72.4%-14.7pp | 67.6%-10.0pp |
| Annual return | 16.36% | 41.70%-25.3pp | 775.05%-758.7pp | 35.62%-19.3pp |
| Employer contribution / active EE | $4,493 | $2,341+91.9% | $2,913+54.3% | $2,756+63.1% |
| Participant deferral / active EE | $9,904 | $3,283+201.7% | $4,320+129.2% | $4,297+130.5% |
| Admin fee / account holder | $11,150 | $4,982+123.8% | $7,380+51.1% | $6,935+60.8% |