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 | $97,125+123.4% | $86,233+151.6% | $137,256+58.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 11.52% | 74.19%-62.7pp | 61.39%-49.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $465 | $2,841-83.6% | $2,504-81.4% | $4,156-88.8% |
| Participant deferral / active EE | $4,926 | $5,180-4.9% | $4,559+8.0% | $6,407-23.1% |
| Admin fee / account holder | $1,511 | $9,725-84.5% | $8,342-81.9% | $12,270-87.7% |