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 | $227,940 | $88,672+157.1% | $105,223+116.6% | $82,448+176.5% |
| Participation rate | 59.6% | 67.9%-8.4pp | 75.0%-15.5pp | 68.1%-8.5pp |
| Annual return | 18.50% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,702 | $3,048-11.4% | $3,689-26.8% | $2,551+5.9% |
| Participant deferral / active EE | $5,992 | $4,036+48.5% | $5,072+18.1% | $4,139+44.8% |
| Admin fee / account holder | $54,988 | $7,146+669.5% | $8,859+520.7% | $7,234+660.1% |