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 | $185,130 | $54,762+238.1% | $90,281+105.1% | $72,985+153.7% |
| Participation rate | 57.9% | 65.1%-7.3pp | 73.3%-15.4pp | 69.5%-11.6pp |
| Annual return | 23.29% | 30.63%-7.3pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $679 | $2,092-67.5% | $2,854-76.2% | $2,440-72.2% |
| Participant deferral / active EE | $3,203 | $2,887+10.9% | $3,885-17.6% | $3,607-11.2% |
| Admin fee / account holder | $26,278 | $3,972+561.6% | $5,351+391.1% | $5,124+412.8% |