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 | $93,515 | $185,822-49.7% | $169,993-45.0% | $139,434-32.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 14.87% | 60.50%-45.6pp | 53.37%-38.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $8,527 | $7,590+12.3% | $6,785+25.7% | $4,751+79.5% |
| Participant deferral / active EE | $8,315 | $11,622-28.5% | $10,408-20.1% | $6,710+23.9% |
| Admin fee / account holder | $16,426 | $15,381+6.8% | $12,815+28.2% | $11,403+44.1% |