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 | $160,968 | $62,327+158.3% | $120,354+33.7% | $74,495+116.1% |
| Participation rate | 41.7% | 56.8%-15.1pp | 71.9%-30.2pp | 67.2%-25.5pp |
| Annual return | 16.99% | 18.61%-1.6pp | 107.15%-90.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,293 | $1,843-29.9% | $3,463-62.7% | $2,623-50.7% |
| Participant deferral / active EE | $3,104 | $2,893+7.3% | $4,991-37.8% | $4,346-28.6% |
| Admin fee / account holder | $696 | $2,396-70.9% | $9,423-92.6% | $1,942-64.1% |