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 | $174,214 | $34,308+407.8% | $74,701+133.2% | $72,985+138.7% |
| Participation rate | 46.9% | 42.4%+4.5pp | 54.5%-7.5pp | 69.5%-22.5pp |
| Annual return | 24.81% | 26.58%-1.8pp | 752.92%-728.1pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,627 | $692+135.2% | $1,084+50.1% | $2,440-33.3% |
| Participant deferral / active EE | $3,600 | $1,271+183.2% | $1,964+83.3% | $3,607-0.2% |
| Admin fee / account holder | $2,497 | $2,124+17.6% | $3,333-25.1% | $5,124-51.3% |