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 | $177,431 | $80,717+119.8% | $154,803+14.6% | $84,808+109.2% |
| Participation rate | 55.6% | 66.8%-11.3pp | 78.1%-22.5pp | 68.3%-12.8pp |
| Annual return | 25.35% | 37.96%-12.6pp | 58.88%-33.5pp | 40.90%-15.6pp |
| Employer contribution / active EE | $516 | $2,761-81.3% | $4,305-88.0% | $2,631-80.4% |
| Participant deferral / active EE | $1,457 | $3,303-55.9% | $5,540-73.7% | $4,212-65.4% |
| Admin fee / account holder | $389 | $6,746-94.2% | $14,329-97.3% | $7,344-94.7% |