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 | $182,488 | $109,413+66.8% | $156,263+16.8% | $84,808+115.2% |
| Participation rate | 59.3% | 72.7%-13.4pp | 78.9%-19.6pp | 68.3%-9.1pp |
| Annual return | 13.89% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,754 | $2,907-39.7% | $4,333-59.5% | $2,631-33.3% |
| Participant deferral / active EE | $9,376 | $4,590+104.3% | $6,158+52.3% | $4,212+122.6% |
| Admin fee / account holder | $47,350 | $9,357+406.1% | $14,255+232.2% | $7,344+544.8% |