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 | $143,661 | $25,014+474.3% | $69,647+106.3% | $80,856+77.7% |
| Participation rate | 48.4% | 64.2%-15.9pp | 66.5%-18.1pp | 67.6%-19.3pp |
| Annual return | 63.94% | 19.07%+44.9pp | 100.48%-36.5pp | 35.59%+28.3pp |
| Employer contribution / active EE | $1,779 | $993+79.1% | $1,712+3.9% | $2,755-35.4% |
| Participant deferral / active EE | $2,933 | $1,839+59.5% | $2,886+1.6% | $4,296-31.7% |
| Admin fee / account holder | $1,898 | $2,488-23.7% | $4,713-59.7% | $6,918-72.6% |