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 | $155,354 | $63,346+145.2% | $92,233+68.4% | $70,131+121.5% |
| Participation rate | 60.8% | 68.7%-7.9pp | 76.5%-15.7pp | 69.5%-8.8pp |
| Annual return | 17.70% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $919 | $2,471-62.8% | $3,679-75.0% | $2,342-60.8% |
| Participant deferral / active EE | $3,870 | $2,854+35.6% | $3,897-0.7% | $3,332+16.2% |
| Admin fee / account holder | $1,557 | $3,840-59.5% | $5,194-70.0% | $4,645-66.5% |