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 | $167,425 | $51,175+227.2% | $70,515+137.4% | $75,163+122.7% |
| Participation rate | 23.8% | 60.9%-37.1pp | 68.3%-44.5pp | 67.2%-43.4pp |
| Annual return | 18.53% | 30.02%-11.5pp | 32.77%-14.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $488 | $1,826-73.3% | $2,973-83.6% | $2,670-81.7% |
| Participant deferral / active EE | $1,256 | $2,849-55.9% | $4,567-72.5% | $4,125-69.6% |
| Admin fee / account holder | $569 | $4,091-86.1% | $6,412-91.1% | $5,651-89.9% |