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 | $157,407 | $56,317+179.5% | $71,209+121.0% | $74,304+111.8% |
| Participation rate | 56.6% | 55.1%+1.5pp | 73.8%-17.1pp | 60.3%-3.7pp |
| Annual return | 15.09% | 42.83%-27.7pp | 282.51%-267.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,314 | $2,160-39.2% | $2,721-51.7% | $2,241-41.4% |
| Participant deferral / active EE | $2,870 | $2,788+3.0% | $4,175-31.3% | $3,767-23.8% |
| Admin fee / account holder | $6,519 | $2,290+184.7% | $5,349+21.9% | $2,969+119.6% |