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 | $216,982 | $100,773+115.3% | $88,946+143.9% | $142,382+52.4% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 11.52% | 70.18%-58.7pp | 57.82%-46.3pp | 217.08%-205.6pp |
| Employer contribution / active EE | $465 | $2,918-84.1% | $2,555-81.8% | $4,299-89.2% |
| Participant deferral / active EE | $4,926 | $5,230-5.8% | $4,581+7.5% | $6,507-24.3% |
| Admin fee / account holder | $1,511 | $9,693-84.4% | $8,261-81.7% | $12,624-88.0% |