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 | $176,181 | $53,127+231.6% | $86,590+103.5% | $70,131+151.2% |
| Participation rate | 58.7% | 65.3%-6.6pp | 73.5%-14.9pp | 69.5%-10.9pp |
| Annual return | 20.42% | 27.66%-7.2pp | 964.84%-944.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $871 | $2,068-57.9% | $2,839-69.3% | $2,342-62.8% |
| Participant deferral / active EE | $2,940 | $2,696+9.1% | $3,609-18.5% | $3,332-11.8% |
| Admin fee / account holder | $4,204 | $3,585+17.2% | $4,906-14.3% | $4,645-9.5% |