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 | $196,063 | $118,680+65.2% | $98,907+98.2% | $158,922+23.4% |
| Participation rate | 47.1% | 77.8%-30.8pp | 76.0%-29.0pp | 82.0%-34.9pp |
| Annual return | 17.19% | 372.35%-355.2pp | 196.43%-179.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,799 | $5,088-64.6% | $4,244-57.6% | $5,982-69.9% |
| Admin fee / account holder | $21,410 | $10,131+111.3% | $6,642+222.4% | $11,246+90.4% |