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 | $133,602 | $63,346+110.9% | $92,233+44.9% | $70,131+90.5% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 13.20% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,680 | $2,471-32.0% | $3,679-54.3% | $2,342-28.3% |
| Participant deferral / active EE | $7,471 | $2,854+161.8% | $3,897+91.7% | $3,332+124.2% |
| Admin fee / account holder | $9,524 | $3,840+148.0% | $5,194+83.4% | $4,645+105.0% |