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 | $222,315 | $48,046+362.7% | $84,611+162.8% | $72,985+204.6% |
| Participation rate | 25.0% | 57.6%-32.6pp | 68.2%-43.2pp | 69.5%-44.5pp |
| Annual return | 22.73% | 37.38%-14.7pp | 258.74%-236.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $680 | $1,602-57.5% | $2,652-74.3% | $2,440-72.1% |
| Participant deferral / active EE | $2,826 | $2,680+5.4% | $3,899-27.5% | $3,607-21.7% |
| Admin fee / account holder | $1,703 | $3,395-49.8% | $4,912-65.3% | $5,124-66.8% |