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 | $192,698 | $91,760+110.0% | $156,181+23.4% | $67,986+183.4% |
| Participation rate | 64.1% | 65.0%-0.9pp | 78.8%-14.8pp | 57.2%+6.9pp |
| Annual return | 14.87% | 18.14%-3.3pp | 64.87%-50.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $726 | $2,419-70.0% | $4,294-83.1% | $2,019-64.0% |
| Participant deferral / active EE | $3,705 | $3,960-6.4% | $6,132-39.6% | $3,358+10.3% |
| Admin fee / account holder | $6,671 | $3,949+68.9% | $14,586-54.3% | $3,203+108.3% |