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 | $227,098 | $91,190+149.0% | $178,490+27.2% | $79,858+184.4% |
| Participation rate | 51.2% | 69.2%-18.0pp | 81.9%-30.8pp | 69.6%-18.5pp |
| Annual return | 14.30% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $684 | $3,256-79.0% | $5,011-86.3% | $2,471-72.3% |
| Participant deferral / active EE | $2,680 | $3,236-17.2% | $5,202-48.5% | $3,740-28.3% |
| Admin fee / account holder | $6,159 | $6,751-8.8% | $13,984-56.0% | $5,306+16.1% |