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 | $151,475 | $61,774+145.2% | $97,226+55.8% | $80,856+87.3% |
| Participation rate | 53.5% | 63.5%-10.0pp | 72.7%-19.2pp | 67.6%-14.1pp |
| Annual return | 17.30% | -557.90%+575.2pp | 75.13%-57.8pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,753 | $1,837-4.6% | $2,729-35.8% | $2,755-36.4% |
| Participant deferral / active EE | $3,191 | $3,029+5.4% | $4,264-25.2% | $4,296-25.7% |
| Admin fee / account holder | $4,174 | $5,166-19.2% | $5,654-26.2% | $6,918-39.7% |