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 | $215,721 | $48,046+349.0% | $84,611+155.0% | $72,985+195.6% |
| Participation rate | 68.8% | 57.6%+11.2pp | 68.2%+0.5pp | 69.5%-0.7pp |
| Annual return | 23.68% | 37.38%-13.7pp | 258.74%-235.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $767 | $1,602-52.1% | $2,652-71.1% | $2,440-68.6% |
| Participant deferral / active EE | $2,387 | $2,680-11.0% | $3,899-38.8% | $3,607-33.8% |
| Admin fee / account holder | $3,341 | $3,395-1.6% | $4,912-32.0% | $5,124-34.8% |