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 | $160,857 | $71,050+126.4% | $93,606+71.8% | $80,856+98.9% |
| Participation rate | 47.7% | 60.4%-12.7pp | 68.7%-21.0pp | 67.6%-20.0pp |
| Annual return | 18.43% | 11.26%+7.2pp | 133.20%-114.8pp | 35.59%-17.2pp |
| Employer contribution / active EE | $735 | $1,564-53.0% | $2,420-69.6% | $2,755-73.3% |
| Participant deferral / active EE | $4,814 | $4,034+19.3% | $4,411+9.1% | $4,296+12.1% |
| Admin fee / account holder | $15,234 | $6,945+119.4% | $8,285+83.9% | $6,918+120.2% |