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 | $245,387 | $99,652+146.2% | $78,778+211.5% | $147,584+66.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 13.83% | 47.28%-33.5pp | 35.62%-21.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,534 | $2,796-45.1% | $1,986-22.7% | $4,876-68.5% |
| Participant deferral / active EE | $3,284 | $3,664-10.4% | $2,958+11.0% | $5,439-39.6% |
| Admin fee / account holder | $37,011 | $7,155+417.3% | $5,134+620.9% | $10,885+240.0% |