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 | $236,857 | $104,664+126.3% | $85,682+176.4% | $167,490+41.4% |
| Participation rate | 64.3% | 76.4%-12.1pp | 69.9%-5.6pp | 82.1%-17.8pp |
| Annual return | 15.57% | 21.45%-5.9pp | 21.49%-5.9pp | 478.56%-463.0pp |
| Employer contribution / active EE | $746 | $3,337-77.7% | $2,618-71.5% | $4,837-84.6% |
| Participant deferral / active EE | $1,556 | $4,824-67.7% | $3,923-60.3% | $6,341-75.5% |
| Admin fee / account holder | $33,335 | $10,032+232.3% | $6,873+385.0% | $12,309+170.8% |