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 | $147,057 | $80,724+82.2% | $103,333+42.3% | $74,495+97.4% |
| Participation rate | 53.0% | 65.7%-12.7pp | 74.5%-21.5pp | 67.2%-14.2pp |
| Annual return | 13.78% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $793 | $3,157-74.9% | $3,868-79.5% | $2,623-69.8% |
| Participant deferral / active EE | $5,257 | $3,860+36.2% | $5,057+3.9% | $4,346+21.0% |
| Admin fee / account holder | $11,317 | $2,368+377.9% | $8,355+35.5% | $1,942+482.8% |