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 | $242,488 | $95,971+152.7% | $74,550+225.3% | $135,375+79.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 1.74% | 56.96%-55.2pp | 32.53%-30.8pp | 519.73%-518.0pp |
| Employer contribution / active EE | $849 | $2,716-68.7% | $1,961-56.7% | $4,779-82.2% |
| Participant deferral / active EE | $2,629 | $3,843-31.6% | $3,108-15.4% | $5,609-53.1% |
| Admin fee / account holder | $10,963 | $6,522+68.1% | $5,060+116.7% | $10,827+1.3% |