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 | $160,544 | $63,861+151.4% | $104,607+53.5% | $79,858+101.0% |
| Participation rate | 37.5% | 64.9%-27.4pp | 74.1%-36.6pp | 69.6%-32.1pp |
| Annual return | 13.45% | 21.30%-7.9pp | 340.46%-327.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $522 | $1,588-67.2% | $2,681-80.5% | $2,471-78.9% |
| Participant deferral / active EE | $1,434 | $2,693-46.8% | $3,740-61.7% | $3,740-61.7% |
| Admin fee / account holder | $5,080 | $4,185+21.4% | $6,473-21.5% | $5,306-4.3% |