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 | $195,442 | $95,561+104.5% | $77,163+153.3% | $139,434+40.2% |
| Participation rate | 54.5% | 73.9%-19.4pp | 69.6%-15.0pp | 80.3%-25.8pp |
| Annual return | 13.25% | 54.92%-41.7pp | 37.87%-24.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,686 | $3,147-46.4% | $2,535-33.5% | $4,751-64.5% |
| Participant deferral / active EE | $3,909 | $4,624-15.4% | $3,833+2.0% | $6,710-41.7% |
| Admin fee / account holder | $4,349 | $8,295-47.6% | $5,472-20.5% | $11,403-61.9% |