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 | $178,960 | $102,245+75.0% | $89,340+100.3% | $137,256+30.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 16.10% | 21.89%-5.8pp | 20.57%-4.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,252 | $2,529+68.1% | $2,231+90.5% | $4,156+2.3% |
| Participant deferral / active EE | $7,076 | $4,436+59.5% | $3,823+85.1% | $6,407+10.4% |
| Admin fee / account holder | $1,695 | $8,085-79.0% | $6,704-74.7% | $12,270-86.2% |