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 | $176,821 | $116,167+52.2% | $64,489+174.2% | $137,256+28.8% |
| Participation rate | 61.1% | 68.2%-7.1pp | 67.7%-6.6pp | 80.0%-18.8pp |
| Annual return | 11.23% | 36.55%-25.3pp | 55.03%-43.8pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,692 | $2,483+8.4% | $1,523+76.7% | $4,156-35.2% |
| Participant deferral / active EE | $6,689 | $4,215+58.7% | $2,778+140.8% | $6,407+4.4% |
| Admin fee / account holder | $17,287 | $6,188+179.4% | $4,260+305.8% | $12,270+40.9% |