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 | $193,631 | $149,734+29.3% | $118,925+62.8% | $158,922+21.8% |
| Participation rate | 63.6% | 82.1%-18.4pp | 75.4%-11.7pp | 82.0%-18.3pp |
| Annual return | 14.57% | 19.95%-5.4pp | 35.88%-21.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,946 | $4,115-52.7% | $3,263-40.4% | $4,761-59.1% |
| Participant deferral / active EE | $3,669 | $5,223-29.7% | $4,265-14.0% | $5,982-38.7% |
| Admin fee / account holder | $2,006 | $8,603-76.7% | $6,581-69.5% | $11,246-82.2% |