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 | $183,535 | $93,571+96.1% | $135,903+35.0% | $75,163+144.2% |
| Participation rate | 42.3% | 75.2%-32.9pp | 81.9%-39.6pp | 67.2%-24.9pp |
| Annual return | 18.15% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,344 | $3,537-62.0% | $4,856-72.3% | $2,670-49.7% |
| Participant deferral / active EE | $3,800 | $6,404-40.7% | $7,758-51.0% | $4,125-7.9% |
| Admin fee / account holder | $3,970 | $6,975-43.1% | $10,762-63.1% | $5,651-29.7% |