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 | $207,583 | $91,552+126.7% | $133,956+55.0% | $79,858+159.9% |
| Participation rate | 65.7% | 73.3%-7.6pp | 79.8%-14.1pp | 69.6%-3.9pp |
| Annual return | 14.08% | 61.85%-47.8pp | 45.09%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $561 | $2,384-76.5% | $3,919-85.7% | $2,471-77.3% |
| Participant deferral / active EE | $4,819 | $3,733+29.1% | $5,048-4.5% | $3,740+28.9% |
| Admin fee / account holder | $15,041 | $6,321+138.0% | $8,927+68.5% | $5,306+183.4% |