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 | $188,355 | $71,050+165.1% | $93,606+101.2% | $80,856+133.0% |
| Participation rate | 31.6% | 60.4%-28.8pp | 68.7%-37.1pp | 67.6%-36.0pp |
| Annual return | 19.34% | 11.26%+8.1pp | 133.20%-113.9pp | 35.59%-16.3pp |
| Employer contribution / active EE | $561 | $1,564-64.1% | $2,420-76.8% | $2,755-79.6% |
| Participant deferral / active EE | $1,809 | $4,034-55.1% | $4,411-59.0% | $4,296-57.9% |
| Admin fee / account holder | $6,870 | $6,945-1.1% | $8,285-17.1% | $6,918-0.7% |