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 | $147,760 | $51,638+186.1% | $68,368+116.1% | $82,448+79.2% |
| Participation rate | 45.8% | 63.6%-17.8pp | 73.8%-27.9pp | 68.1%-22.2pp |
| Annual return | 14.69% | 37.53%-22.8pp | 292.57%-277.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,163 | $2,047+5.7% | $2,649-18.3% | $2,551-15.2% |
| Participant deferral / active EE | $3,636 | $2,914+24.8% | $4,123-11.8% | $4,139-12.1% |
| Admin fee / account holder | $11,833 | $4,643+154.8% | $5,150+129.8% | $7,234+63.6% |