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 | $115,926 | $54,541+112.5% | $78,778+47.2% | $70,131+65.3% |
| Participation rate | 23.2% | 60.8%-37.6pp | 69.2%-46.0pp | 69.5%-46.4pp |
| Annual return | 13.58% | 21.07%-7.5pp | 35.62%-22.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $870 | $1,089-20.1% | $1,986-56.2% | $2,342-62.9% |
| Participant deferral / active EE | $1,469 | $2,210-33.5% | $2,958-50.3% | $3,332-55.9% |
| Admin fee / account holder | $335 | $3,709-91.0% | $5,134-93.5% | $4,645-92.8% |