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 | $162,015 | $91,190+77.7% | $178,490-9.2% | $79,858+102.9% |
| Participation rate | 63.6% | 69.2%-5.6pp | 81.9%-18.3pp | 69.6%-6.0pp |
| Annual return | 17.61% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $6,598 | $3,256+102.7% | $5,011+31.7% | $2,471+167.0% |
| Participant deferral / active EE | $3,359 | $3,236+3.8% | $5,202-35.4% | $3,740-10.2% |
| Admin fee / account holder | $61,953 | $6,751+817.7% | $13,984+343.0% | $5,306+1067.5% |