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 | $190,400 | $91,552+108.0% | $133,956+42.1% | $79,858+138.4% |
| Participation rate | 62.1% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | 14.42% | 61.85%-47.4pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,124 | $2,384-52.8% | $3,919-71.3% | $2,471-54.5% |
| Participant deferral / active EE | $3,264 | $3,733-12.6% | $5,048-35.3% | $3,740-12.7% |
| Admin fee / account holder | $4,508 | $6,321-28.7% | $8,927-49.5% | $5,306-15.1% |