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 | $192,439 | $62,672+207.1% | $185,117+4.0% | $70,131+174.4% |
| Participation rate | 48.1% | 63.8%-15.6pp | 77.3%-29.1pp | 69.5%-21.4pp |
| Annual return | 17.05% | 40.79%-23.7pp | 40.50%-23.4pp | 73.14%-56.1pp |
| Employer contribution / active EE | $523 | $1,753-70.2% | $4,182-87.5% | $2,342-77.7% |
| Participant deferral / active EE | $4,711 | $3,272+44.0% | $5,045-6.6% | $3,332+41.4% |
| Admin fee / account holder | $77,036 | $3,932+1859.4% | $8,159+844.1% | $4,645+1558.4% |