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 | $197,101 | $118,450+66.4% | $98,439+100.2% | $139,434+41.4% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 11.84% | 18.94%-7.1pp | 21.16%-9.3pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,028 | $3,609-43.8% | $3,048-33.5% | $4,751-57.3% |
| Participant deferral / active EE | $4,294 | $5,392-20.4% | $4,738-9.4% | $6,710-36.0% |
| Admin fee / account holder | $56,784 | $14,026+304.8% | $8,948+534.6% | $11,403+398.0% |