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 | $211,350 | $78,926+167.8% | $136,749+54.6% | $84,808+149.2% |
| Participation rate | 28.1% | 62.2%-34.1pp | 72.1%-44.1pp | 68.3%-40.2pp |
| Annual return | 15.17% | 18.17%-3.0pp | 24.33%-9.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,231 | $2,134-42.3% | $3,400-63.8% | $2,631-53.2% |
| Participant deferral / active EE | $3,326 | $3,168+5.0% | $4,692-29.1% | $4,212-21.0% |
| Admin fee / account holder | $1,411 | $6,369-77.8% | $11,386-87.6% | $7,344-80.8% |