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 | $151,634 | $63,346+139.4% | $92,233+64.4% | $70,131+116.2% |
| Participation rate | 65.0% | 68.7%-3.7pp | 76.5%-11.5pp | 69.5%-4.5pp |
| Annual return | 18.74% | 530.12%-511.4pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $765 | $2,471-69.0% | $3,679-79.2% | $2,342-67.3% |
| Participant deferral / active EE | $4,506 | $2,854+57.9% | $3,897+15.6% | $3,332+35.3% |
| Admin fee / account holder | $10,162 | $3,840+164.6% | $5,194+95.7% | $4,645+118.8% |