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 | $212,843 | $81,248+162.0% | $155,509+36.9% | $80,856+163.2% |
| Participation rate | 24.4% | 66.2%-41.8pp | 78.2%-53.7pp | 67.6%-43.2pp |
| Annual return | 11.10% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $501 | $3,100-83.8% | $4,672-89.3% | $2,755-81.8% |
| Participant deferral / active EE | $1,925 | $3,452-44.2% | $5,626-65.8% | $4,296-55.2% |
| Admin fee / account holder | $1,005 | $7,997-87.4% | $15,912-93.7% | $6,918-85.5% |