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 | $175,174 | $27,915+527.5% | $58,482+199.5% | $75,163+133.1% |
| Participation rate | 35.9% | 38.8%-2.9pp | 50.9%-14.9pp | 67.2%-31.3pp |
| Annual return | 18.39% | 44.20%-25.8pp | 4239.32%-4220.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $867 | $669+29.5% | $1,053-17.7% | $2,670-67.5% |
| Participant deferral / active EE | $1,209 | $1,201+0.6% | $1,924-37.2% | $4,125-70.7% |
| Admin fee / account holder | $2,754 | $1,726+59.6% | $2,516+9.5% | $5,651-51.3% |