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 | $197,239 | $29,660+565.0% | $56,411+249.6% | $80,856+143.9% |
| Participation rate | 40.0% | 41.6%-1.6pp | 52.5%-12.5pp | 67.6%-27.6pp |
| Annual return | 14.91% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,011 | $669+51.0% | $1,039-2.7% | $2,755-63.3% |
| Participant deferral / active EE | $1,423 | $1,226+16.1% | $1,952-27.1% | $4,296-66.9% |
| Admin fee / account holder | $2,288 | $2,428-5.8% | $2,829-19.1% | $6,918-66.9% |