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 | $149,425 | $84,233+77.4% | $170,442-12.3% | $70,131+113.1% |
| Participation rate | 28.2% | 70.8%-42.7pp | 83.6%-55.4pp | 69.5%-41.4pp |
| Annual return | 14.46% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $544 | $3,387-83.9% | $5,433-90.0% | $2,342-76.8% |
| Participant deferral / active EE | $1,428 | $3,086-53.7% | $4,939-71.1% | $3,332-57.1% |
| Admin fee / account holder | $3,080 | $5,698-45.9% | $13,880-77.8% | $4,645-33.7% |