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 | $204,675 | $109,881+86.3% | $150,045+36.4% | $84,808+141.3% |
| Participation rate | 55.2% | 76.1%-20.9pp | 82.3%-27.2pp | 68.3%-13.1pp |
| Annual return | 15.35% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $960 | $3,561-73.0% | $4,693-79.5% | $2,631-63.5% |
| Participant deferral / active EE | $4,203 | $6,636-36.7% | $7,997-47.4% | $4,212-0.2% |
| Admin fee / account holder | $23,052 | $8,568+169.0% | $13,435+71.6% | $7,344+213.9% |