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 | $186,808 | $92,222+102.6% | $76,768+143.3% | $135,375+38.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 1.92% | 5.46%-3.5pp | 2.43%-0.5pp | 519.73%-517.8pp |
| Employer contribution / active EE | $672 | $3,216-79.1% | $2,485-73.0% | $4,779-85.9% |
| Participant deferral / active EE | $4,008 | $4,509-11.1% | $3,852+4.1% | $5,609-28.5% |
| Admin fee / account holder | $404 | $10,748-96.2% | $6,675-93.9% | $10,827-96.3% |