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 | $213,987 | $86,944+146.1% | $107,525+99.0% | $74,304+188.0% |
| Participation rate | 64.8% | 59.6%+5.3pp | 75.1%-10.2pp | 60.3%+4.5pp |
| Annual return | 17.49% | 23.52%-6.0pp | 181.32%-163.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,156 | $2,757-58.1% | $3,754-69.2% | $2,241-48.4% |
| Participant deferral / active EE | $8,709 | $3,554+145.0% | $5,116+70.2% | $3,767+131.2% |
| Admin fee / account holder | $19,313 | $3,727+418.2% | $8,919+116.5% | $2,969+550.5% |