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 | $222,562 | $201,272+10.6% | $184,203+20.8% | $145,922+52.5% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 15.05% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,992 | $7,022-28.9% | $6,427-22.3% | $4,660+7.1% |
| Participant deferral / active EE | $10,734 | $9,806+9.5% | $9,131+17.5% | $6,688+60.5% |
| Admin fee / account holder | $542 | $16,364-96.7% | $13,901-96.1% | $13,397-96.0% |