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 | $179,351 | $85,766+109.1% | $136,294+31.6% | $70,131+155.7% |
| Participation rate | 68.4% | 74.2%-5.7pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 43.61% | 31.45%+12.2pp | 5155.94%-5112.3pp | 73.14%-29.5pp |
| Employer contribution / active EE | $917 | $2,966-69.1% | $4,695-80.5% | $2,342-60.8% |
| Participant deferral / active EE | $4,547 | $5,051-10.0% | $6,247-27.2% | $3,332+36.5% |
| Admin fee / account holder | $1,088 | $5,420-79.9% | $9,243-88.2% | $4,645-76.6% |