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 | $217,703 | $93,571+132.7% | $135,903+60.2% | $75,163+189.6% |
| Participation rate | 54.1% | 75.2%-21.1pp | 81.9%-27.9pp | 67.2%-13.1pp |
| Annual return | 19.92% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,490 | $3,537-29.6% | $4,856-48.7% | $2,670-6.7% |
| Participant deferral / active EE | $4,736 | $6,404-26.1% | $7,758-39.0% | $4,125+14.8% |
| Admin fee / account holder | $2,886 | $6,975-58.6% | $10,762-73.2% | $5,651-48.9% |