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 | $139,177 | $39,019+256.7% | $80,716+72.4% | $85,850+62.1% |
| Participation rate | 28.6% | 41.5%-13.0pp | 54.2%-25.6pp | 69.3%-40.7pp |
| Annual return | 15.48% | 26.27%-10.8pp | 87.28%-71.8pp | 318.53%-303.0pp |
| Employer contribution / active EE | $396 | $722-45.2% | $1,160-65.9% | $2,565-84.6% |
| Participant deferral / active EE | $892 | $1,326-32.7% | $2,146-58.4% | $3,952-77.4% |
| Admin fee / account holder | $353 | $2,431-85.5% | $3,380-89.6% | $6,260-94.4% |