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 | $243,228 | $93,346+160.6% | $71,796+238.8% | $273,961-11.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 8.95% | 130.39%-121.4pp | 78.04%-69.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,386 | $2,733-49.3% | $1,924-28.0% | $4,869-71.5% |
| Participant deferral / active EE | $4,151 | $3,475+19.4% | $2,794+48.5% | $5,287-21.5% |
| Admin fee / account holder | $350 | $6,571-94.7% | $4,815-92.7% | $10,132-96.5% |