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 | $212,716 | $112,881+88.4% | $90,951+133.9% | $158,922+33.8% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 5.90% | 215.79%-209.9pp | 134.60%-128.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $572 | $2,893-80.2% | $2,122-73.0% | $4,761-88.0% |
| Participant deferral / active EE | $1,341 | $4,128-67.5% | $3,373-60.2% | $5,982-77.6% |
| Admin fee / account holder | $1,966 | $8,041-75.6% | $5,959-67.0% | $11,246-82.5% |