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 | $164,388 | $52,580+212.6% | $71,671+129.4% | $70,131+134.4% |
| Participation rate | 29.4% | 60.9%-31.5pp | 68.7%-39.3pp | 69.5%-40.1pp |
| Annual return | 18.09% | 20.25%-2.2pp | 20.65%-2.6pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,586 | $1,616+121.9% | $2,460+45.8% | $2,342+53.1% |
| Participant deferral / active EE | $8,581 | $2,386+259.6% | $3,438+149.6% | $3,332+157.6% |
| Admin fee / account holder | $18,594 | $3,653+409.0% | $5,558+234.5% | $4,645+300.3% |