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 | $196,919 | $165,335+19.1% | $149,696+31.5% | $158,922+23.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.09% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,470 | $5,103-71.2% | $4,644-68.3% | $4,761-69.1% |
| Participant deferral / active EE | $8,532 | $7,181+18.8% | $6,842+24.7% | $5,982+42.6% |
| Admin fee / account holder | $2,947 | $10,807-72.7% | $9,309-68.3% | $11,246-73.8% |