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 | $177,321 | $55,415+220.0% | $155,509+14.0% | $74,495+138.0% |
| Participation rate | 30.0% | 61.9%-31.9pp | 78.2%-48.2pp | 67.2%-37.2pp |
| Annual return | 16.96% | 268.50%-251.5pp | 64.67%-47.7pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $625 | $2,267-72.4% | $4,672-86.6% | $2,623-76.2% |
| Participant deferral / active EE | $1,481 | $2,836-47.8% | $5,626-73.7% | $4,346-65.9% |
| Admin fee / account holder | $1,839 | $1,738+5.8% | $15,912-88.4% | $1,942-5.3% |