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 | $152,795 | $49,915+206.1% | $154,803-1.3% | $74,304+105.6% |
| Participation rate | 61.4% | 54.0%+7.5pp | 78.1%-16.7pp | 60.3%+1.1pp |
| Annual return | 13.58% | 34.06%-20.5pp | 58.88%-45.3pp | 29.43%-15.9pp |
| Employer contribution / active EE | $787 | $1,611-51.2% | $4,305-81.7% | $2,241-64.9% |
| Participant deferral / active EE | $3,445 | $2,255+52.8% | $5,540-37.8% | $3,767-8.5% |
| Admin fee / account holder | $13,887 | $2,189+534.4% | $14,329-3.1% | $2,969+367.8% |