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 | $229,630 | $110,261+108.3% | $95,745+139.8% | $139,434+64.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 12.75% | 27.11%-14.4pp | 28.35%-15.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $936 | $3,257-71.3% | $2,835-67.0% | $4,751-80.3% |
| Participant deferral / active EE | $3,437 | $4,676-26.5% | $4,245-19.0% | $6,710-48.8% |
| Admin fee / account holder | $1,708 | $6,613-74.2% | $5,678-69.9% | $11,403-85.0% |