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 | $156,076 | $87,166+79.1% | $76,735+103.4% | $137,256+13.7% |
| Participation rate | 54.5% | 74.4%-19.8pp | 69.5%-15.0pp | 80.0%-25.4pp |
| Annual return | 14.67% | 26.50%-11.8pp | 29.77%-15.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,368 | $2,904-18.5% | $2,454-3.5% | $4,156-43.0% |
| Participant deferral / active EE | $7,549 | $4,726+59.7% | $4,088+84.7% | $6,407+17.8% |
| Admin fee / account holder | $26,836 | $8,403+219.4% | $7,189+273.3% | $12,270+118.7% |