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 | $160,530 | $102,245+57.0% | $89,340+79.7% | $137,256+17.0% |
| Participation rate | 20.0% | 74.9%-54.9pp | 69.6%-49.6pp | 80.0%-60.0pp |
| Annual return | 14.23% | 21.89%-7.7pp | 20.57%-6.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $798 | $2,529-68.5% | $2,231-64.3% | $4,156-80.8% |
| Participant deferral / active EE | $2,640 | $4,436-40.5% | $3,823-30.9% | $6,407-58.8% |
| Admin fee / account holder | $135,120 | $8,085+1571.2% | $6,704+1915.6% | $12,270+1001.2% |