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 | $185,389 | $73,933+150.8% | $96,683+91.7% | $75,163+146.6% |
| Participation rate | 52.6% | 66.4%-13.8pp | 74.3%-21.7pp | 67.2%-14.6pp |
| Annual return | 14.31% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $7,426 | $2,928+153.7% | $3,737+98.7% | $2,670+178.2% |
| Participant deferral / active EE | $2,722 | $3,659-25.6% | $4,878-44.2% | $4,125-34.0% |
| Admin fee / account holder | $1,689 | $5,216-67.6% | $6,730-74.9% | $5,651-70.1% |