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 | $192,055 | $96,484+99.1% | $156,263+22.9% | $74,304+158.5% |
| Participation rate | 33.8% | 67.7%-33.9pp | 78.9%-45.1pp | 60.3%-26.6pp |
| Annual return | 14.73% | 17.73%-3.0pp | 59.47%-44.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $981 | $2,528-61.2% | $4,333-77.3% | $2,241-56.2% |
| Participant deferral / active EE | $2,438 | $4,286-43.1% | $6,158-60.4% | $3,767-35.3% |
| Admin fee / account holder | $8,878 | $3,728+138.2% | $14,255-37.7% | $2,969+199.0% |