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 | $210,881 | $124,425+69.5% | $112,040+88.2% | $137,256+53.6% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 17.63% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $972 | $3,411-71.5% | $2,954-67.1% | $4,156-76.6% |
| Participant deferral / active EE | $6,616 | $5,718+15.7% | $5,098+29.8% | $6,407+3.3% |
| Admin fee / account holder | $1,877 | $15,207-87.7% | $12,098-84.5% | $12,270-84.7% |