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 | $115,710 | $106,890+8.3% | $84,015+37.7% | $152,861-24.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 17.74% | 104.99%-87.2pp | 71.31%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,365 | $2,734-13.5% | $1,983+19.2% | $4,762-50.3% |
| Participant deferral / active EE | $6,650 | $4,011+65.8% | $3,239+105.3% | $5,850+13.7% |
| Admin fee / account holder | $1,680 | $8,285-79.7% | $6,101-72.5% | $11,596-85.5% |