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 | $223,396 | $107,934+107.0% | $91,989+142.9% | $152,861+46.1% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 21.82% | 89.24%-67.4pp | 69.02%-47.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,481 | $4,210-64.8% | $3,452-57.1% | $4,762-68.9% |
| Participant deferral / active EE | $3,368 | $6,364-47.1% | $5,923-43.1% | $5,850-42.4% |
| Admin fee / account holder | $2,659 | $10,520-74.7% | $7,743-65.7% | $11,596-77.1% |