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 | $166,036 | $109,881+51.1% | $150,045+10.7% | $84,808+95.8% |
| Participation rate | 40.0% | 76.1%-36.1pp | 82.3%-42.3pp | 68.3%-28.3pp |
| Annual return | 16.77% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $787 | $3,561-77.9% | $4,693-83.2% | $2,631-70.1% |
| Participant deferral / active EE | $2,669 | $6,636-59.8% | $7,997-66.6% | $4,212-36.6% |
| Admin fee / account holder | $855 | $8,568-90.0% | $13,435-93.6% | $7,344-88.4% |