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 | $45,255 | $176,377-74.3% | $134,143-66.3% | $158,922-71.5% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 4.95% | 63.63%-58.7pp | 36.33%-31.4pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,794 | $5,040-64.4% | $3,704-51.6% | $4,761-62.3% |
| Participant deferral / active EE | $8,770 | $4,091+114.4% | $3,499+150.7% | $5,982+46.6% |
| Admin fee / account holder | $169,803 | $8,718+1847.8% | $6,684+2440.3% | $11,246+1409.9% |