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 | $82,232 | $97,125-15.3% | $86,233-4.6% | $137,256-40.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 14.24% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,759 | $2,841+102.7% | $2,504+130.0% | $4,156+38.6% |
| Participant deferral / active EE | $8,440 | $5,180+63.0% | $4,559+85.1% | $6,407+31.7% |
| Admin fee / account holder | $208,013 | $9,725+2039.0% | $8,342+2393.5% | $12,270+1595.3% |