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 | $187,423 | $99,652+88.1% | $78,778+137.9% | $147,584+27.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 15.92% | 47.28%-31.4pp | 35.62%-19.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $357 | $2,796-87.2% | $1,986-82.0% | $4,876-92.7% |
| Participant deferral / active EE | $4,568 | $3,664+24.7% | $2,958+54.4% | $5,439-16.0% |
| Admin fee / account holder | $2,941 | $7,155-58.9% | $5,134-42.7% | $10,885-73.0% |