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 | $172,461 | $54,573+216.0% | $90,951+89.6% | $73,488+134.7% |
| Participation rate | 59.5% | 61.2%-1.7pp | 69.0%-9.5pp | 70.7%-11.2pp |
| Annual return | 14.75% | 16.69%-1.9pp | 134.60%-119.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,391 | $991+40.3% | $2,122-34.5% | $2,270-38.7% |
| Participant deferral / active EE | $2,909 | $2,517+15.6% | $3,373-13.7% | $3,740-22.2% |
| Admin fee / account holder | $2,174 | $521+316.8% | $5,959-63.5% | $513+323.6% |