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 | $231,012 | $109,881+110.2% | $150,045+54.0% | $84,808+172.4% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 14.65% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,973 | $3,561-44.6% | $4,693-58.0% | $2,631-25.0% |
| Participant deferral / active EE | $8,207 | $6,636+23.7% | $7,997+2.6% | $4,212+94.9% |
| Admin fee / account holder | $4,621 | $8,568-46.1% | $13,435-65.6% | $7,344-37.1% |