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 | $180,857 | $95,416+89.5% | $185,823-2.7% | $85,850+110.7% |
| Participation rate | 23.1% | 68.8%-45.7pp | 81.7%-58.6pp | 69.3%-46.2pp |
| Annual return | 16.11% | 23.59%-7.5pp | 122.05%-105.9pp | 318.53%-302.4pp |
| Employer contribution / active EE | $452 | $3,314-86.4% | $5,167-91.3% | $2,565-82.4% |
| Participant deferral / active EE | $1,113 | $3,423-67.5% | $5,568-80.0% | $3,952-71.8% |
| Admin fee / account holder | $1,859 | $7,213-74.2% | $16,237-88.6% | $6,260-70.3% |