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 | $221,544 | $91,037+143.4% | $71,671+209.1% | $147,584+50.1% |
| Participation rate | 52.6% | 76.1%-23.5pp | 68.7%-16.1pp | 82.8%-30.2pp |
| Annual return | 16.46% | 20.48%-4.0pp | 20.65%-4.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,539 | $3,327-53.8% | $2,460-37.4% | $4,876-68.4% |
| Participant deferral / active EE | $2,408 | $4,498-46.5% | $3,438-30.0% | $5,439-55.7% |
| Admin fee / account holder | $4,195 | $8,613-51.3% | $5,558-24.5% | $10,885-61.5% |