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 | $239,677 | $59,101+305.5% | $77,163+210.6% | $75,163+218.9% |
| Participation rate | 42.3% | 63.9%-21.6pp | 69.6%-27.3pp | 67.2%-24.9pp |
| Annual return | 16.99% | 26.71%-9.7pp | 37.87%-20.9pp | 160.62%-143.6pp |
| Employer contribution / active EE | $733 | $1,995-63.3% | $2,535-71.1% | $2,670-72.5% |
| Participant deferral / active EE | $2,620 | $2,999-12.6% | $3,833-31.7% | $4,125-36.5% |
| Admin fee / account holder | $5,725 | $4,774+19.9% | $5,472+4.6% | $5,651+1.3% |