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 | $165,908 | $77,899+113.0% | $149,673+10.8% | $75,163+120.7% |
| Participation rate | 69.2% | 65.6%+3.7pp | 78.8%-9.5pp | 67.2%+2.0pp |
| Annual return | 18.50% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $819 | $3,137-73.9% | $4,818-83.0% | $2,670-69.3% |
| Participant deferral / active EE | $9,437 | $3,411+176.7% | $5,680+66.1% | $4,125+128.8% |
| Admin fee / account holder | $3,575 | $5,956-40.0% | $13,210-72.9% | $5,651-36.7% |