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 | $168,831 | $99,985+68.9% | $146,665+15.1% | $85,850+96.7% |
| Participation rate | 50.0% | 73.1%-23.1pp | 80.1%-30.1pp | 69.3%-19.3pp |
| Annual return | 36.62% | 18.93%+17.7pp | 22.74%+13.9pp | 318.53%-281.9pp |
| Employer contribution / active EE | $691 | $2,559-73.0% | $4,136-83.3% | $2,565-73.1% |
| Participant deferral / active EE | $2,221 | $4,006-44.6% | $5,506-59.7% | $3,952-43.8% |
| Admin fee / account holder | $3,345 | $7,702-56.6% | $10,280-67.5% | $6,260-46.6% |