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 | $238,420 | $95,561+149.5% | $77,163+209.0% | $139,434+71.0% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 19.41% | 54.92%-35.5pp | 37.87%-18.5pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,885 | $3,147-8.3% | $2,535+13.8% | $4,751-39.3% |
| Participant deferral / active EE | $8,101 | $4,624+75.2% | $3,833+111.3% | $6,710+20.7% |
| Admin fee / account holder | $1,242 | $8,295-85.0% | $5,472-77.3% | $11,403-89.1% |