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 | $212,425 | $81,625+160.2% | $58,482+263.2% | $139,434+52.3% |
| Participation rate | 17.4% | 61.3%-43.9pp | 50.9%-33.5pp | 80.3%-62.9pp |
| Annual return | 14.47% | 7404.20%-7389.7pp | 4239.32%-4224.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $963 | $1,398-31.1% | $1,053-8.6% | $4,751-79.7% |
| Participant deferral / active EE | $4,328 | $2,557+69.3% | $1,924+125.0% | $6,710-35.5% |
| Admin fee / account holder | $9,575 | $3,265+193.2% | $2,516+280.6% | $11,403-16.0% |