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 | $171,768 | $106,515+61.3% | $96,683+77.7% | $139,434+23.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 19.36% | 38.43%-19.1pp | 35.69%-16.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,347 | $4,103-42.8% | $3,737-37.2% | $4,751-50.6% |
| Participant deferral / active EE | $3,265 | $5,454-40.1% | $4,878-33.1% | $6,710-51.3% |
| Admin fee / account holder | $899 | $7,877-88.6% | $6,730-86.6% | $11,403-92.1% |