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 | $227,636 | $77,899+192.2% | $149,673+52.1% | $75,163+202.9% |
| Participation rate | 52.5% | 65.6%-13.1pp | 78.8%-26.3pp | 67.2%-14.7pp |
| Annual return | 15.84% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $595 | $3,137-81.0% | $4,818-87.6% | $2,670-77.7% |
| Participant deferral / active EE | $6,544 | $3,411+91.8% | $5,680+15.2% | $4,125+58.6% |
| Admin fee / account holder | $4,541 | $5,956-23.8% | $13,210-65.6% | $5,651-19.6% |