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 7-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 | $183,121 | $106,515+71.9% | $96,683+89.4% | $139,434+31.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.26% | 38.43%-23.2pp | 35.69%-20.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,531 | $4,103-13.9% | $3,737-5.5% | $4,751-25.7% |
| Participant deferral / active EE | $15,155 | $5,454+177.9% | $4,878+210.7% | $6,710+125.8% |
| Admin fee / account holder | $70,699 | $7,877+797.6% | $6,730+950.6% | $11,403+520.0% |