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 | $198,278 | $104,664+89.4% | $85,682+131.4% | $167,490+18.4% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 9.71% | 21.45%-11.7pp | 21.49%-11.8pp | 478.56%-468.8pp |
| Employer contribution / active EE | $893 | $3,337-73.2% | $2,618-65.9% | $4,837-81.5% |
| Participant deferral / active EE | $2,162 | $4,824-55.2% | $3,923-44.9% | $6,341-65.9% |
| Admin fee / account holder | $4,265 | $10,032-57.5% | $6,873-38.0% | $12,309-65.4% |