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 | $116,127 | $83,337+39.3% | $67,834+71.2% | $273,961-57.6% |
| Participation rate | 63.2% | 76.4%-13.3pp | 68.8%-5.6pp | 83.0%-19.9pp |
| Annual return | 5.36% | 259.45%-254.1pp | 138.47%-133.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,577 | $3,287-21.6% | $2,403+7.2% | $4,869-47.1% |
| Participant deferral / active EE | $4,282 | $4,088+4.7% | $3,160+35.5% | $5,287-19.0% |
| Admin fee / account holder | $771 | $6,752-88.6% | $4,622-83.3% | $10,132-92.4% |