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 | $181,025 | $118,450+52.8% | $98,439+83.9% | $139,434+29.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 10.63% | 18.94%-8.3pp | 21.16%-10.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,757 | $3,609-51.3% | $3,048-42.4% | $4,751-63.0% |
| Participant deferral / active EE | $8,551 | $5,392+58.6% | $4,738+80.5% | $6,710+27.4% |
| Admin fee / account holder | $7,908 | $14,026-43.6% | $8,948-11.6% | $11,403-30.7% |