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 | $181,758 | $127,065+43.0% | $113,168+60.6% | $142,382+27.7% |
| Participation rate | 63.2% | 79.2%-16.0pp | 76.6%-13.4pp | 80.1%-17.0pp |
| Annual return | 14.78% | 24.03%-9.2pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,485 | $3,442-56.9% | $2,975-50.1% | $4,299-65.5% |
| Participant deferral / active EE | $3,553 | $5,716-37.8% | $5,107-30.4% | $6,507-45.4% |
| Admin fee / account holder | $7,715 | $15,736-51.0% | $12,068-36.1% | $12,624-38.9% |