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 | $147,230 | $24,730+495.4% | $66,042+122.9% | $84,808+73.6% |
| Participation rate | 56.6% | 68.1%-11.5pp | 67.5%-10.9pp | 68.3%-11.7pp |
| Annual return | 14.21% | 79.55%-65.3pp | 52.11%-37.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,249 | $857+45.8% | $1,579-20.9% | $2,631-52.5% |
| Participant deferral / active EE | $3,369 | $1,737+94.0% | $2,835+18.8% | $4,212-20.0% |
| Admin fee / account holder | $5,883 | $3,014+95.2% | $5,747+2.4% | $7,344-19.9% |