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 | $191,600 | $124,319+54.1% | $111,297+72.2% | $167,490+14.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 10.00% | 37.44%-27.4pp | 54.65%-44.7pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,334 | $3,435-61.2% | $2,731-51.2% | $4,837-72.4% |
| Participant deferral / active EE | $3,380 | $5,180-34.7% | $4,487-24.7% | $6,341-46.7% |
| Admin fee / account holder | $9,906 | $10,618-6.7% | $7,964+24.4% | $12,309-19.5% |