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 | $208,761 | $80,673+158.8% | $101,326+106.0% | $84,808+146.2% |
| Participation rate | 51.7% | 77.8%-26.1pp | 81.5%-29.8pp | 68.3%-16.6pp |
| Annual return | 18.03% | 38.95%-20.9pp | 36.82%-18.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $807 | $2,698-70.1% | $3,665-78.0% | $2,631-69.3% |
| Participant deferral / active EE | $4,854 | $6,840-29.0% | $7,994-39.3% | $4,212+15.2% |
| Admin fee / account holder | $1,973 | $12,784-84.6% | $11,185-82.4% | $7,344-73.1% |