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 | $188,042 | $79,944+135.2% | $98,439+91.0% | $75,163+150.2% |
| Participation rate | 59.6% | 70.4%-10.8pp | 75.2%-15.5pp | 67.2%-7.6pp |
| Annual return | 13.42% | 19.75%-6.3pp | 21.16%-7.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $783 | $2,264-65.4% | $3,048-74.3% | $2,670-70.7% |
| Participant deferral / active EE | $2,723 | $3,752-27.4% | $4,738-42.5% | $4,125-34.0% |
| Admin fee / account holder | $15,320 | $6,840+124.0% | $8,948+71.2% | $5,651+171.1% |