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 | $118,526 | $107,934+9.8% | $91,989+28.8% | $152,861-22.5% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 16.86% | 89.24%-72.4pp | 69.02%-52.2pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,051 | $4,210-51.3% | $3,452-40.6% | $4,762-56.9% |
| Participant deferral / active EE | $6,292 | $6,364-1.1% | $5,923+6.2% | $5,850+7.6% |
| Admin fee / account holder | $74,344 | $10,520+606.7% | $7,743+860.2% | $11,596+541.1% |