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 | $198,009 | $66,402+198.2% | $109,895+80.2% | $85,850+130.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 74.2%-24.2pp | 69.3%-19.3pp |
| Annual return | 17.03% | 19.59%-2.6pp | 29.45%-12.4pp | 318.53%-301.5pp |
| Employer contribution / active EE | $594 | $1,687-64.8% | $2,842-79.1% | $2,565-76.8% |
| Participant deferral / active EE | $1,600 | $2,842-43.7% | $4,048-60.5% | $3,952-59.5% |
| Admin fee / account holder | $2,651 | $4,557-41.8% | $6,066-56.3% | $6,260-57.7% |