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 | $178,742 | $54,705+226.7% | $71,209+151.0% | $84,808+110.8% |
| Participation rate | 15.4% | 64.1%-48.7pp | 73.8%-58.4pp | 68.3%-52.9pp |
| Annual return | 18.95% | 35.90%-16.9pp | 282.51%-263.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $576 | $2,158-73.3% | $2,721-78.8% | $2,631-78.1% |
| Participant deferral / active EE | $2,089 | $3,030-31.1% | $4,175-50.0% | $4,212-50.4% |
| Admin fee / account holder | $1,074 | $4,863-77.9% | $5,349-79.9% | $7,344-85.4% |