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 | $99,876 | $49,227+102.9% | $70,449+41.8% | $79,858+25.1% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 10.56% | 30.06%-19.5pp | 109.03%-98.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,029 | $2,099-51.0% | $2,737-62.4% | $2,471-58.4% |
| Participant deferral / active EE | $2,954 | $2,768+6.7% | $3,709-20.3% | $3,740-21.0% |
| Admin fee / account holder | $9,016 | $2,878+213.3% | $3,845+134.5% | $5,306+69.9% |