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 | $56,060+168.9% | $76,002+98.3% | $80,874+86.4% |
| Participation rate | 34.6% | 62.0%-27.4pp | 69.1%-34.5pp | 67.6%-33.0pp |
| Annual return | 16.31% | 20.54%-4.2pp | 360.07%-343.8pp | 35.62%-19.3pp |
| Employer contribution / active EE | $707 | $1,873-62.3% | $2,688-73.7% | $2,756-74.4% |
| Participant deferral / active EE | $5,090 | $3,051+66.8% | $4,257+19.6% | $4,297+18.5% |
| Admin fee / account holder | $32,275 | $5,237+516.2% | $6,414+403.2% | $6,935+365.4% |