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 | $195,438 | $51,175+281.9% | $70,515+177.2% | $75,163+160.0% |
| Participation rate | 35.7% | 60.9%-25.2pp | 68.3%-32.6pp | 67.2%-31.5pp |
| Annual return | 13.65% | 30.02%-16.4pp | 32.77%-19.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,295 | $1,826-29.1% | $2,973-56.4% | $2,670-51.5% |
| Participant deferral / active EE | $1,687 | $2,849-40.8% | $4,567-63.1% | $4,125-59.1% |
| Admin fee / account holder | $1,110 | $4,091-72.9% | $6,412-82.7% | $5,651-80.4% |