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 | $142,989 | $54,762+161.1% | $90,281+58.4% | $72,985+95.9% |
| Participation rate | 28.2% | 65.1%-36.9pp | 73.3%-45.1pp | 69.5%-41.3pp |
| Annual return | 26.71% | 30.63%-3.9pp | 78.10%-51.4pp | 81.00%-54.3pp |
| Employer contribution / active EE | $249 | $2,092-88.1% | $2,854-91.3% | $2,440-89.8% |
| Participant deferral / active EE | $4,212 | $2,887+45.9% | $3,885+8.4% | $3,607+16.8% |
| Admin fee / account holder | $10,429 | $3,972+162.6% | $5,351+94.9% | $5,124+103.5% |