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 | $175,266 | $63,346+176.7% | $92,233+90.0% | $70,131+149.9% |
| Participation rate | 52.2% | 68.7%-16.5pp | 76.5%-24.3pp | 69.5%-17.4pp |
| Annual return | 13.35% | 530.12%-516.8pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,622 | $2,471-34.4% | $3,679-55.9% | $2,342-30.8% |
| Participant deferral / active EE | $4,996 | $2,854+75.1% | $3,897+28.2% | $3,332+49.9% |
| Admin fee / account holder | $3,297 | $3,840-14.1% | $5,194-36.5% | $4,645-29.0% |