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 | $196,293 | $91,538+114.4% | $129,995+51.0% | $75,163+161.2% |
| Participation rate | 60.5% | 71.4%-11.0pp | 78.5%-18.0pp | 67.2%-6.7pp |
| Annual return | 15.80% | -631.11%+646.9pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $4,243 | $2,845+49.1% | $4,320-1.8% | $2,670+58.9% |
| Participant deferral / active EE | $13,757 | $4,341+216.9% | $5,820+136.4% | $4,125+233.5% |
| Admin fee / account holder | $18,719 | $6,790+175.7% | $10,614+76.4% | $5,651+231.3% |