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 | $216,665 | $127,065+70.5% | $113,168+91.5% | $142,382+52.2% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 17.81% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $896 | $3,442-74.0% | $2,975-69.9% | $4,299-79.2% |
| Participant deferral / active EE | $4,020 | $5,716-29.7% | $5,107-21.3% | $6,507-38.2% |
| Admin fee / account holder | $12,733 | $15,736-19.1% | $12,068+5.5% | $12,624+0.9% |