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 | $111,783 | $54,701+104.4% | $86,188+29.7% | $71,457+56.4% |
| Participation rate | 64.4% | 60.1%+4.2pp | 69.0%-4.6pp | 67.9%-3.6pp |
| Annual return | 19.68% | 20.06%-0.4pp | 1168.45%-1148.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,383 | $1,265+9.3% | $2,380-41.9% | $2,588-46.5% |
| Participant deferral / active EE | $4,285 | $3,108+37.9% | $3,985+7.5% | $4,289-0.1% |
| Admin fee / account holder | $9,574 | $1,922+398.3% | $6,852+39.7% | $1,587+503.2% |