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 | $192,487 | $127,386+51.1% | $115,037+67.3% | $125,391+53.5% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 2.46% | 31.28%-28.8pp | 26.14%-23.7pp | 282.22%-279.8pp |
| Employer contribution / active EE | $4,146 | $5,166-19.8% | $4,608-10.0% | $4,866-14.8% |
| Participant deferral / active EE | $5,803 | $6,423-9.7% | $6,026-3.7% | $5,352+8.4% |
| Admin fee / account holder | $2,249,090 | $9,516+23534.3% | $8,175+27411.3% | $9,540+23474.2% |