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 | $114,559 | $53,516+114.1% | $126,539-9.5% | $84,808+35.1% |
| Participation rate | 37.9% | 58.2%-20.4pp | 69.8%-31.9pp | 68.3%-30.4pp |
| Annual return | 15.72% | 58.34%-42.6pp | 425.95%-410.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,947 | $1,535+26.9% | $3,674-47.0% | $2,631-26.0% |
| Participant deferral / active EE | $3,077 | $2,671+15.2% | $4,083-24.6% | $4,212-26.9% |
| Admin fee / account holder | $1,796 | $4,497-60.1% | $6,065-70.4% | $7,344-75.5% |