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 | $223,361 | $162,781+37.2% | $133,956+66.7% | $158,922+40.5% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 10.74% | 41.94%-31.2pp | 45.09%-34.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,971 | $4,975-60.4% | $3,919-49.7% | $4,761-58.6% |
| Participant deferral / active EE | $6,205 | $5,911+5.0% | $5,048+22.9% | $5,982+3.7% |
| Admin fee / account holder | $2,526 | $11,736-78.5% | $8,927-71.7% | $11,246-77.5% |