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 | $213,124 | $100,901+111.2% | $75,670+181.6% | $147,584+44.4% |
| Participation rate | 53.8% | 77.1%-23.3pp | 72.3%-18.5pp | 82.8%-29.0pp |
| Annual return | 19.08% | 35.78%-16.7pp | 27.34%-8.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $341 | $3,253-89.5% | $2,352-85.5% | $4,876-93.0% |
| Participant deferral / active EE | $3,150 | $4,027-21.8% | $3,142+0.2% | $5,439-42.1% |
| Admin fee / account holder | $1,629 | $11,285-85.6% | $5,800-71.9% | $10,885-85.0% |