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 | $191,856 | $65,041+195.0% | $90,951+110.9% | $79,858+140.2% |
| Participation rate | 30.3% | 61.6%-31.3pp | 69.0%-38.7pp | 69.6%-39.3pp |
| Annual return | 16.03% | 30.45%-14.4pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $340 | $1,247-72.8% | $2,122-84.0% | $2,471-86.2% |
| Participant deferral / active EE | $1,793 | $2,512-28.6% | $3,373-46.8% | $3,740-52.1% |
| Admin fee / account holder | $9,065 | $4,536+99.8% | $5,959+52.1% | $5,306+70.8% |