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 | $156,564 | $73,933+111.8% | $96,683+61.9% | $75,163+108.3% |
| Participation rate | 35.5% | 66.4%-30.9pp | 74.3%-38.9pp | 67.2%-31.7pp |
| Annual return | 34.73% | 26.70%+8.0pp | 35.69%-1.0pp | 160.62%-125.9pp |
| Employer contribution / active EE | $1,242 | $2,928-57.6% | $3,737-66.8% | $2,670-53.5% |
| Participant deferral / active EE | $2,485 | $3,659-32.1% | $4,878-49.1% | $4,125-39.8% |
| Admin fee / account holder | $11,312 | $5,216+116.9% | $6,730+68.1% | $5,651+100.2% |