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 | $227,354 | $54,705+315.6% | $71,209+219.3% | $84,808+168.1% |
| Participation rate | 40.3% | 64.1%-23.8pp | 73.8%-33.5pp | 68.3%-28.1pp |
| Annual return | 15.22% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,635 | $2,158-24.2% | $2,721-39.9% | $2,631-37.8% |
| Participant deferral / active EE | $5,638 | $3,030+86.1% | $4,175+35.0% | $4,212+33.9% |
| Admin fee / account holder | $12,088 | $4,863+148.6% | $5,349+126.0% | $7,344+64.6% |