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 | $128,925 | $54,705+135.7% | $71,209+81.1% | $84,808+52.0% |
| Participation rate | 53.7% | 64.1%-10.4pp | 73.8%-20.1pp | 68.3%-14.7pp |
| Annual return | 14.28% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,082 | $2,158-3.5% | $2,721-23.5% | $2,631-20.9% |
| Participant deferral / active EE | $3,942 | $3,030+30.1% | $4,175-5.6% | $4,212-6.4% |
| Admin fee / account holder | $40,373 | $4,863+730.1% | $5,349+654.8% | $7,344+449.8% |