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 | $221,477 | $138,065+60.4% | $123,544+79.3% | $135,375+63.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 1.10% | 153.68%-152.6pp | 119.20%-118.1pp | 519.73%-518.6pp |
| Employer contribution / active EE | $2,557 | $5,151-50.4% | $4,628-44.8% | $4,779-46.5% |
| Participant deferral / active EE | $11,418 | $6,799+67.9% | $6,426+77.7% | $5,609+103.6% |
| Admin fee / account holder | $233,165 | $10,916+2036.0% | $9,284+2411.5% | $10,827+2053.5% |