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 | $167,958 | $67,606+148.4% | $82,313+104.0% | $70,131+139.5% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.5pp |
| Annual return | 18.02% | 21.57%-3.5pp | 25.88%-7.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $729 | $1,755-58.4% | $2,428-70.0% | $2,342-68.9% |
| Participant deferral / active EE | $2,917 | $2,987-2.3% | $3,706-21.3% | $3,332-12.5% |
| Admin fee / account holder | $17,297 | $4,512+283.3% | $5,608+208.4% | $4,645+272.3% |