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 | $161,655 | $58,208+177.7% | $81,812+97.6% | $80,856+99.9% |
| Participation rate | 31.4% | 63.4%-32.0pp | 72.3%-40.9pp | 67.6%-36.2pp |
| Annual return | 23.21% | 41.66%-18.5pp | 773.79%-750.6pp | 35.59%-12.4pp |
| Employer contribution / active EE | $1,467 | $2,340-37.3% | $2,912-49.6% | $2,755-46.7% |
| Participant deferral / active EE | $4,703 | $3,281+43.4% | $4,319+8.9% | $4,296+9.5% |
| Admin fee / account holder | $4,144 | $4,981-16.8% | $7,386-43.9% | $6,918-40.1% |