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 | $118,762 | $51,736+129.6% | $120,225-1.2% | $67,986+74.7% |
| Participation rate | 45.9% | 46.1%-0.1pp | 69.6%-23.6pp | 57.2%-11.3pp |
| Annual return | 14.37% | 31.98%-17.6pp | 439.23%-424.9pp | 31.67%-17.3pp |
| Employer contribution / active EE | $3,377 | $1,071+215.2% | $3,475-2.8% | $2,019+67.3% |
| Participant deferral / active EE | $1,744 | $2,206-20.9% | $3,999-56.4% | $3,358-48.1% |
| Admin fee / account holder | $7,095 | $4,159+70.6% | $5,696+24.6% | $3,203+121.5% |