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 | $160,497 | $77,419+107.3% | $69,455+131.1% | $152,861+5.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 17.30% | 39.06%-21.8pp | 28.97%-11.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,694 | $3,315-18.7% | $2,779-3.1% | $4,762-43.4% |
| Participant deferral / active EE | $7,755 | $4,414+75.7% | $3,535+119.3% | $5,850+32.6% |
| Admin fee / account holder | $2,029 | $6,207-67.3% | $3,839-47.1% | $11,596-82.5% |