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 | $229,489 | $109,413+109.7% | $156,263+46.9% | $84,808+170.6% |
| Participation rate | 44.4% | 72.7%-28.2pp | 78.9%-34.5pp | 68.3%-23.9pp |
| Annual return | 15.63% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,260 | $2,907-56.6% | $4,333-70.9% | $2,631-52.1% |
| Participant deferral / active EE | $5,640 | $4,590+22.9% | $6,158-8.4% | $4,212+33.9% |
| Admin fee / account holder | $28,942 | $9,357+209.3% | $14,255+103.0% | $7,344+294.1% |