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 | $133,561 | $77,899+71.5% | $149,673-10.8% | $75,163+77.7% |
| Participation rate | 41.9% | 65.6%-23.7pp | 78.8%-36.9pp | 67.2%-25.3pp |
| Annual return | 18.23% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,664 | $3,137+80.5% | $4,818+17.6% | $2,670+112.2% |
| Participant deferral / active EE | $4,388 | $3,411+28.7% | $5,680-22.7% | $4,125+6.4% |
| Admin fee / account holder | $975 | $5,956-83.6% | $13,210-92.6% | $5,651-82.7% |