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 | $139,718 | $54,705+155.4% | $71,209+96.2% | $84,808+64.7% |
| Participation rate | 46.2% | 64.1%-17.9pp | 73.8%-27.6pp | 68.3%-22.2pp |
| Annual return | 17.68% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,221 | $2,158-43.4% | $2,721-55.1% | $2,631-53.6% |
| Participant deferral / active EE | $3,865 | $3,030+27.5% | $4,175-7.4% | $4,212-8.2% |
| Admin fee / account holder | $4,030 | $4,863-17.1% | $5,349-24.6% | $7,344-45.1% |