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 | $220,909 | $51,175+331.7% | $70,515+213.3% | $75,163+193.9% |
| Participation rate | 51.4% | 60.9%-9.5pp | 68.3%-16.9pp | 67.2%-15.8pp |
| Annual return | 19.26% | 30.02%-10.8pp | 32.77%-13.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $397 | $1,826-78.3% | $2,973-86.6% | $2,670-85.1% |
| Participant deferral / active EE | $2,687 | $2,849-5.7% | $4,567-41.2% | $4,125-34.9% |
| Admin fee / account holder | $5,932 | $4,091+45.0% | $6,412-7.5% | $5,651+5.0% |