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 | $136,439 | $56,110+143.2% | $94,993+43.6% | $70,131+94.5% |
| Participation rate | 61.8% | 65.0%-3.2pp | 73.9%-12.1pp | 69.5%-7.8pp |
| Annual return | 17.85% | 51.02%-33.2pp | 27.12%-9.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $5,620 | $1,442+289.7% | $2,603+115.9% | $2,342+139.9% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $475 | $3,456-86.3% | $4,960-90.4% | $4,645-89.8% |