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 | $199,326 | $165,912+20.1% | $122,332+62.9% | $147,584+35.1% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 13.65% | 34.55%-20.9pp | 30.27%-16.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $552 | $5,754-90.4% | $4,050-86.4% | $4,876-88.7% |
| Participant deferral / active EE | $3,618 | $4,005-9.7% | $3,287+10.1% | $5,439-33.5% |
| Admin fee / account holder | $2,500 | $7,424-66.3% | $5,478-54.4% | $10,885-77.0% |