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 | $188,970 | $142,405+32.7% | $115,157+64.1% | $152,861+23.6% |
| Participation rate | 26.7% | 82.4%-55.7pp | 75.9%-49.2pp | 82.4%-55.8pp |
| Annual return | 22.42% | 41.48%-19.1pp | 35.60%-13.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,128 | $4,010-71.9% | $3,179-64.5% | $4,762-76.3% |
| Participant deferral / active EE | $3,194 | $5,164-38.2% | $4,168-23.4% | $5,850-45.4% |
| Admin fee / account holder | $1,234 | $8,462-85.4% | $7,088-82.6% | $11,596-89.4% |