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 | $226,213 | $167,484+35.1% | $151,611+49.2% | $134,475+68.2% |
| Participation rate | 36.4% | 88.4%-52.0pp | 87.5%-51.1pp | 81.2%-44.9pp |
| Annual return | -3.05% | 7.80%-10.8pp | 3.33%-6.4pp | 417.96%-421.0pp |
| Employer contribution / active EE | $2,109 | $6,829-69.1% | $6,166-65.8% | $4,740-55.5% |
| Participant deferral / active EE | $6,203 | $8,986-31.0% | $8,363-25.8% | $6,400-3.1% |
| Admin fee / account holder | $1,006 | $13,783-92.7% | $11,616-91.3% | $11,426-91.2% |