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 | $197,576 | $106,890+84.8% | $84,015+135.2% | $152,861+29.3% |
| Participation rate | 69.2% | 75.2%-6.0pp | 69.0%+0.2pp | 82.4%-13.2pp |
| Annual return | 13.17% | 104.99%-91.8pp | 71.31%-58.1pp | 345.32%-332.1pp |
| Employer contribution / active EE | $754 | $2,734-72.4% | $1,983-62.0% | $4,762-84.2% |
| Participant deferral / active EE | $2,440 | $4,011-39.2% | $3,239-24.7% | $5,850-58.3% |
| Admin fee / account holder | $7,484 | $8,285-9.7% | $6,101+22.7% | $11,596-35.5% |