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 | $210,721 | $54,762+284.8% | $90,281+133.4% | $72,985+188.7% |
| Participation rate | 64.0% | 65.1%-1.1pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 19.19% | 30.63%-11.4pp | 78.10%-58.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,155 | $2,092-44.8% | $2,854-59.5% | $2,440-52.7% |
| Participant deferral / active EE | $3,742 | $2,887+29.6% | $3,885-3.7% | $3,607+3.7% |
| Admin fee / account holder | $51,342 | $3,972+1192.6% | $5,351+859.4% | $5,124+901.9% |