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 | $229,847 | $71,050+223.5% | $93,606+145.5% | $80,856+184.3% |
| Participation rate | 55.6% | 60.4%-4.9pp | 68.7%-13.2pp | 67.6%-12.1pp |
| Annual return | 13.72% | 11.26%+2.5pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $571 | $1,564-63.5% | $2,420-76.4% | $2,755-79.3% |
| Participant deferral / active EE | $4,670 | $4,034+15.8% | $4,411+5.9% | $4,296+8.7% |
| Admin fee / account holder | $23,525 | $6,945+238.7% | $8,285+183.9% | $6,918+240.1% |