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 | $154,326 | $81,208+90.0% | $98,907+56.0% | $79,858+93.3% |
| Participation rate | 38.8% | 72.5%-33.8pp | 76.0%-37.3pp | 69.6%-30.9pp |
| Annual return | 14.85% | 60.99%-46.1pp | 196.43%-181.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,020 | $1,960-47.9% | $2,689-62.1% | $2,471-58.7% |
| Participant deferral / active EE | $2,427 | $3,265-25.7% | $4,244-42.8% | $3,740-35.1% |
| Admin fee / account holder | $1,985 | $6,013-67.0% | $6,642-70.1% | $5,306-62.6% |