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 | $155,189 | $53,516+190.0% | $126,539+22.6% | $84,808+83.0% |
| Participation rate | 44.6% | 58.2%-13.6pp | 69.8%-25.2pp | 68.3%-23.7pp |
| Annual return | 19.49% | 58.34%-38.8pp | 425.95%-406.5pp | 40.90%-21.4pp |
| Employer contribution / active EE | $488 | $1,535-68.2% | $3,674-86.7% | $2,631-81.5% |
| Participant deferral / active EE | $3,667 | $2,671+37.3% | $4,083-10.2% | $4,212-12.9% |
| Admin fee / account holder | $3,385 | $4,497-24.7% | $6,065-44.2% | $7,344-53.9% |