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 | $144,185 | $112,729+27.9% | $98,716+46.1% | $137,256+5.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 12.71% | 38.48%-25.8pp | 31.81%-19.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $783 | $2,725-71.3% | $2,279-65.6% | $4,156-81.2% |
| Participant deferral / active EE | $3,210 | $4,640-30.8% | $4,048-20.7% | $6,407-49.9% |
| Admin fee / account holder | $456 | $10,129-95.5% | $8,703-94.8% | $12,270-96.3% |