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 | $140,634 | $63,346+122.0% | $92,233+52.5% | $70,131+100.5% |
| Participation rate | 45.0% | 68.7%-23.7pp | 76.5%-31.5pp | 69.5%-24.5pp |
| Annual return | 21.98% | 530.12%-508.1pp | 176.28%-154.3pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,419 | $2,471-42.6% | $3,679-61.4% | $2,342-39.4% |
| Participant deferral / active EE | $3,521 | $2,854+23.4% | $3,897-9.6% | $3,332+5.7% |
| Admin fee / account holder | $2,052 | $3,840-46.6% | $5,194-60.5% | $4,645-55.8% |