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 | $151,277 | $51,175+195.6% | $70,515+114.5% | $75,163+101.3% |
| Participation rate | 32.0% | 60.9%-28.9pp | 68.3%-36.3pp | 67.2%-35.2pp |
| Annual return | 16.45% | 30.02%-13.6pp | 32.77%-16.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,019 | $1,826-44.2% | $2,973-65.7% | $2,670-61.8% |
| Participant deferral / active EE | $1,476 | $2,849-48.2% | $4,567-67.7% | $4,125-64.2% |
| Admin fee / account holder | $11,521 | $4,091+181.7% | $6,412+79.7% | $5,651+103.9% |