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 | $167,290 | $80,717+107.3% | $154,803+8.1% | $84,808+97.3% |
| Participation rate | 37.0% | 66.8%-29.8pp | 78.1%-41.1pp | 68.3%-31.3pp |
| Annual return | 16.91% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $779 | $2,761-71.8% | $4,305-81.9% | $2,631-70.4% |
| Participant deferral / active EE | $2,187 | $3,303-33.8% | $5,540-60.5% | $4,212-48.1% |
| Admin fee / account holder | $9,577 | $6,746+42.0% | $14,329-33.2% | $7,344+30.4% |