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 | $163,228 | $44,960+263.1% | $84,966+92.1% | $74,495+119.1% |
| Participation rate | 18.6% | 49.4%-30.8pp | 67.5%-48.9pp | 67.2%-48.6pp |
| Annual return | 12.69% | 26.24%-13.6pp | 66.38%-53.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $591 | $1,457-59.4% | $2,727-78.3% | $2,623-77.5% |
| Participant deferral / active EE | $1,365 | $2,731-50.0% | $4,519-69.8% | $4,346-68.6% |
| Admin fee / account holder | $7,137 | $2,209+223.1% | $6,149+16.1% | $1,942+267.6% |