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 | $155,777 | $71,050+119.2% | $93,606+66.4% | $80,856+92.7% |
| Participation rate | 37.8% | 60.4%-22.6pp | 68.7%-30.9pp | 67.6%-29.9pp |
| Annual return | 11.65% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $729 | $1,564-53.4% | $2,420-69.9% | $2,755-73.5% |
| Participant deferral / active EE | $2,139 | $4,034-47.0% | $4,411-51.5% | $4,296-50.2% |
| Admin fee / account holder | $4,299 | $6,945-38.1% | $8,285-48.1% | $6,918-37.9% |