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 | $142,682 | $77,730+83.6% | $70,164+103.4% | $139,434+2.3% |
| Participation rate | 60.0% | 83.2%-23.2pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 14.77% | 18.98%-4.2pp | 18.87%-4.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $7,633 | $4,990+53.0% | $4,287+78.1% | $4,751+60.7% |
| Participant deferral / active EE | $7,995 | $6,448+24.0% | $5,395+48.2% | $6,710+19.2% |
| Admin fee / account holder | $25,746 | $5,368+379.6% | $4,561+464.5% | $11,403+125.8% |