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 | $196,396 | $101,724+93.1% | $164,813+19.2% | $80,856+142.9% |
| Participation rate | 30.0% | 71.8%-41.8pp | 78.6%-48.6pp | 67.6%-37.6pp |
| Annual return | 11.05% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,410 | $2,953-52.3% | $4,341-67.5% | $2,755-48.8% |
| Participant deferral / active EE | $2,766 | $4,477-38.2% | $6,031-54.1% | $4,296-35.6% |
| Admin fee / account holder | $958 | $8,227-88.4% | $12,690-92.5% | $6,918-86.2% |