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 | $176,856 | $65,365+170.6% | $92,893+90.4% | $72,985+142.3% |
| Participation rate | 35.9% | 68.3%-32.4pp | 76.0%-40.1pp | 69.5%-33.6pp |
| Annual return | 18.77% | 42.10%-23.3pp | 109.41%-90.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $876 | $2,594-66.2% | $3,653-76.0% | $2,440-64.1% |
| Participant deferral / active EE | $1,706 | $3,128-45.5% | $4,236-59.7% | $3,607-52.7% |
| Admin fee / account holder | $1,276 | $4,251-70.0% | $5,794-78.0% | $5,124-75.1% |