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 | $243,005 | $78,926+207.9% | $136,749+77.7% | $84,808+186.5% |
| Participation rate | 35.7% | 62.2%-26.5pp | 72.1%-36.4pp | 68.3%-32.6pp |
| Annual return | 17.40% | 18.17%-0.8pp | 24.33%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $647 | $2,134-69.7% | $3,400-81.0% | $2,631-75.4% |
| Participant deferral / active EE | $1,320 | $3,168-58.3% | $4,692-71.9% | $4,212-68.7% |
| Admin fee / account holder | $1,053 | $6,369-83.5% | $11,386-90.8% | $7,344-85.7% |