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 | $157,359 | $65,365+140.7% | $92,893+69.4% | $72,985+115.6% |
| Participation rate | 57.9% | 68.3%-10.4pp | 76.0%-18.1pp | 69.5%-11.6pp |
| Annual return | 28.14% | 42.10%-14.0pp | 109.41%-81.3pp | 81.00%-52.9pp |
| Employer contribution / active EE | $797 | $2,594-69.3% | $3,653-78.2% | $2,440-67.3% |
| Participant deferral / active EE | $3,298 | $3,128+5.4% | $4,236-22.1% | $3,607-8.6% |
| Admin fee / account holder | $9,827 | $4,251+131.2% | $5,794+69.6% | $5,124+91.8% |