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 | $202,255 | $95,266+112.3% | $82,389+145.5% | $142,382+42.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 16.65% | 25.74%-9.1pp | 28.67%-12.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,054 | $2,991-31.3% | $2,517-18.4% | $4,299-52.2% |
| Participant deferral / active EE | $2,583 | $4,809-46.3% | $4,155-37.8% | $6,507-60.3% |
| Admin fee / account holder | $936 | $8,563-89.1% | $7,231-87.1% | $12,624-92.6% |