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 | $199,353 | $77,899+155.9% | $149,673+33.2% | $75,163+165.2% |
| Participation rate | 22.4% | 65.6%-43.1pp | 78.8%-56.3pp | 67.2%-44.7pp |
| Annual return | 13.91% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $470 | $3,137-85.0% | $4,818-90.2% | $2,670-82.4% |
| Participant deferral / active EE | $1,389 | $3,411-59.3% | $5,680-75.6% | $4,125-66.3% |
| Admin fee / account holder | $26,376 | $5,956+342.8% | $13,210+99.7% | $5,651+366.7% |