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 | $230,423 | $105,630+118.1% | $87,507+163.3% | $273,961-15.9% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 4.33% | 12.25%-7.9pp | 12.21%-7.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $3,139 | $3,1410% | $2,550+23.1% | $4,869-35.5% |
| Participant deferral / active EE | $12,186 | $3,601+238.4% | $3,149+287.0% | $5,287+130.5% |
| Admin fee / account holder | $47,695 | $4,781+897.7% | $4,221+1030.0% | $10,132+370.7% |