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 | $192,890 | $117,983+63.5% | $101,794+89.5% | $142,382+35.5% |
| Participation rate | 26.3% | 74.2%-47.9pp | 69.2%-42.9pp | 80.1%-53.8pp |
| Annual return | 12.98% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $835 | $2,773-69.9% | $2,289-63.5% | $4,299-80.6% |
| Participant deferral / active EE | $2,865 | $4,714-39.2% | $4,084-29.8% | $6,507-56.0% |
| Admin fee / account holder | $2,819 | $10,433-73.0% | $8,777-67.9% | $12,624-77.7% |