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 | $198,662 | $71,050+179.6% | $93,606+112.2% | $80,856+145.7% |
| Participation rate | 30.3% | 60.4%-30.1pp | 68.7%-38.4pp | 67.6%-37.3pp |
| Annual return | 19.35% | 11.26%+8.1pp | 133.20%-113.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,994 | $1,564+27.5% | $2,420-17.6% | $2,755-27.6% |
| Participant deferral / active EE | $2,830 | $4,034-29.8% | $4,411-35.8% | $4,296-34.1% |
| Admin fee / account holder | $872 | $6,945-87.4% | $8,285-89.5% | $6,918-87.4% |