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 | $188,067 | $87,540+114.8% | $75,781+148.2% | $125,391+50.0% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | 1.84% | 13.48%-11.6pp | 9.68%-7.8pp | 282.22%-280.4pp |
| Employer contribution / active EE | $2,511 | $3,930-36.1% | $3,323-24.4% | $4,866-48.4% |
| Participant deferral / active EE | $7,787 | $4,229+84.1% | $3,651+113.2% | $5,352+45.5% |
| Admin fee / account holder | $9,001 | $6,502+38.4% | $5,299+69.9% | $9,540-5.7% |