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 | $233,583 | $39,019+498.6% | $80,716+189.4% | $85,850+172.1% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.3%-19.3pp |
| Annual return | 12.80% | 26.27%-13.5pp | 87.28%-74.5pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,184 | $722+63.9% | $1,160+2.0% | $2,565-53.9% |
| Participant deferral / active EE | $3,068 | $1,326+131.4% | $2,146+43.0% | $3,952-22.4% |
| Admin fee / account holder | $10,666 | $2,431+338.8% | $3,380+215.6% | $6,260+70.4% |