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 | $150,741 | $56,053+168.9% | $75,972+98.4% | $80,856+86.4% |
| Participation rate | 34.6% | 62.0%-27.4pp | 69.1%-34.4pp | 67.6%-33.0pp |
| Annual return | 16.31% | 20.53%-4.2pp | 359.55%-343.2pp | 35.59%-19.3pp |
| Employer contribution / active EE | $707 | $1,874-62.3% | $2,685-73.7% | $2,755-74.3% |
| Participant deferral / active EE | $5,090 | $3,052+66.8% | $4,255+19.6% | $4,296+18.5% |
| Admin fee / account holder | $32,275 | $5,234+516.7% | $6,467+399.1% | $6,918+366.5% |