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 | $158,477 | $98,240+61.3% | $82,313+92.5% | $147,584+7.4% |
| Participation rate | 46.7% | 79.7%-33.1pp | 76.9%-30.2pp | 82.8%-36.2pp |
| Annual return | 9.13% | 30.85%-21.7pp | 25.88%-16.7pp | 578.55%-569.4pp |
| Employer contribution / active EE | $993 | $3,192-68.9% | $2,428-59.1% | $4,876-79.6% |
| Participant deferral / active EE | $5,642 | $4,383+28.7% | $3,706+52.2% | $5,439+3.7% |
| Admin fee / account holder | $7,694 | $8,563-10.1% | $5,608+37.2% | $10,885-29.3% |