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 | $102,511 | $80,724+27.0% | $103,333-0.8% | $74,495+37.6% |
| Participation rate | 54.2% | 65.7%-11.5pp | 74.5%-20.3pp | 67.2%-13.0pp |
| Annual return | 15.04% | 27.56%-12.5pp | 24.88%-9.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,722 | $3,157-45.5% | $3,868-55.5% | $2,623-34.4% |
| Participant deferral / active EE | $3,437 | $3,860-11.0% | $5,057-32.0% | $4,346-20.9% |
| Admin fee / account holder | $14,950 | $2,368+531.3% | $8,355+78.9% | $1,942+669.9% |