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 | $227,323 | $148,534+53.0% | $135,903+67.3% | $139,434+63.0% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 15.24% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,400 | $5,243-73.3% | $4,856-71.2% | $4,751-70.5% |
| Participant deferral / active EE | $12,344 | $8,100+52.4% | $7,758+59.1% | $6,710+84.0% |
| Admin fee / account holder | $9,098 | $12,400-26.6% | $10,762-15.5% | $11,403-20.2% |