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 | $180,735 | $112,729+60.3% | $98,716+83.1% | $137,256+31.7% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.3%-16.9pp | 80.0%-27.6pp |
| Annual return | 10.25% | 38.48%-28.2pp | 31.81%-21.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $954 | $2,725-65.0% | $2,279-58.1% | $4,156-77.0% |
| Participant deferral / active EE | $3,529 | $4,640-23.9% | $4,048-12.8% | $6,407-44.9% |
| Admin fee / account holder | $3,995 | $10,129-60.6% | $8,703-54.1% | $12,270-67.4% |