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 | $124,976 | $37,426+233.9% | $77,482+61.3% | $79,858+56.5% |
| Participation rate | 68.8% | 41.5%+27.2pp | 54.2%+14.6pp | 69.6%-0.9pp |
| Annual return | 11.47% | 39.70%-28.2pp | 54.79%-43.3pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,513 | $637+294.8% | $986+154.8% | $2,471+1.7% |
| Participant deferral / active EE | $5,403 | $1,260+328.8% | $1,861+190.3% | $3,740+44.5% |
| Admin fee / account holder | $27,866 | $2,504+1012.9% | $2,858+875.1% | $5,306+425.2% |