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 | $197,146 | $69,515+183.6% | $86,874+126.9% | $85,850+129.6% |
| Participation rate | 37.9% | 66.3%-28.4pp | 71.6%-33.7pp | 69.3%-31.4pp |
| Annual return | 21.78% | 20.12%+1.7pp | 63.52%-41.7pp | 318.53%-296.8pp |
| Employer contribution / active EE | $1,003 | $1,880-46.7% | $2,495-59.8% | $2,565-60.9% |
| Participant deferral / active EE | $3,558 | $2,919+21.9% | $3,699-3.8% | $3,952-10.0% |
| Admin fee / account holder | $52,697 | $5,972+782.4% | $5,828+804.2% | $6,260+741.8% |