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 | $151,417 | $127,065+19.2% | $113,168+33.8% | $142,382+6.3% |
| Participation rate | 53.8% | 79.2%-25.4pp | 76.6%-22.7pp | 80.1%-26.3pp |
| Annual return | 16.11% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $7,785 | $3,442+126.2% | $2,975+161.7% | $4,299+81.1% |
| Participant deferral / active EE | $10,000 | $5,716+74.9% | $5,107+95.8% | $6,507+53.7% |
| Admin fee / account holder | $1,588 | $15,736-89.9% | $12,068-86.8% | $12,624-87.4% |