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 | $45,343+237.0% | $150,298+1.7% | $67,986+124.7% |
| Participation rate | 61.4% | 51.9%+9.5pp | 77.8%-16.4pp | 57.2%+4.2pp |
| Annual return | 13.58% | 33.28%-19.7pp | 62.79%-49.2pp | 31.67%-18.1pp |
| Employer contribution / active EE | $787 | $1,462-46.2% | $4,154-81.1% | $2,019-61.0% |
| Participant deferral / active EE | $3,445 | $2,055+67.7% | $5,453-36.8% | $3,358+2.6% |
| Admin fee / account holder | $13,887 | $2,250+517.3% | $14,116-1.6% | $3,203+333.5% |