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 | $164,143 | $46,553+252.6% | $64,056+156.2% | $75,163+118.4% |
| Participation rate | 10.8% | 65.9%-55.2pp | 72.3%-61.5pp | 67.2%-56.4pp |
| Annual return | 11.76% | 26.03%-14.3pp | 33.69%-21.9pp | 160.62%-148.9pp |
| Employer contribution / active EE | $770 | $1,974-61.0% | $2,747-72.0% | $2,670-71.1% |
| Participant deferral / active EE | $1,164 | $2,837-59.0% | $3,880-70.0% | $4,125-71.8% |
| Admin fee / account holder | $48,905 | $2,952+1556.6% | $3,068+1493.9% | $5,651+765.4% |