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 | $161,868 | $65,395+147.5% | $182,532-11.3% | $72,985+121.8% |
| Participation rate | 41.4% | 65.4%-24.1pp | 78.0%-36.6pp | 69.5%-28.1pp |
| Annual return | 24.92% | 27.68%-2.8pp | 148.54%-123.6pp | 81.00%-56.1pp |
| Employer contribution / active EE | $562 | $1,911-70.6% | $4,076-86.2% | $2,440-77.0% |
| Participant deferral / active EE | $1,740 | $3,563-51.2% | $5,524-68.5% | $3,607-51.8% |
| Admin fee / account holder | $8,435 | $4,245+98.7% | $8,592-1.8% | $5,124+64.6% |