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 | $227,178 | $110,809+105.0% | $86,874+161.5% | $167,490+35.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 71.6%-5.0pp | 82.1%-15.4pp |
| Annual return | 23.97% | 116.98%-93.0pp | 63.52%-39.5pp | 478.56%-454.6pp |
| Employer contribution / active EE | $1,481 | $3,244-54.3% | $2,495-40.6% | $4,837-69.4% |
| Participant deferral / active EE | $3,250 | $4,546-28.5% | $3,699-12.1% | $6,341-48.7% |
| Admin fee / account holder | $3,514 | $8,415-58.2% | $5,828-39.7% | $12,309-71.5% |