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 | $178,489 | $81,625+118.7% | $167,512+6.6% | $74,304+140.2% |
| Participation rate | 41.6% | 60.0%-18.4pp | 77.1%-35.5pp | 60.3%-18.7pp |
| Annual return | 13.99% | 26.09%-12.1pp | 1615.79%-1601.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $468 | $2,010-76.7% | $3,882-88.0% | $2,241-79.1% |
| Participant deferral / active EE | $2,732 | $4,115-33.6% | $6,405-57.3% | $3,767-27.5% |
| Admin fee / account holder | $2,148 | $3,474-38.2% | $9,769-78.0% | $2,969-27.6% |