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 | $170,212 | $59,839+184.5% | $81,983+107.6% | $79,858+113.1% |
| Participation rate | 45.7% | 61.6%-15.9pp | 69.2%-23.5pp | 69.6%-23.9pp |
| Annual return | 13.95% | 17.56%-3.6pp | 41.31%-27.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $874 | $1,713-49.0% | $2,498-65.0% | $2,471-64.6% |
| Participant deferral / active EE | $1,694 | $2,695-37.2% | $3,722-54.5% | $3,740-54.7% |
| Admin fee / account holder | $22,315 | $4,287+420.5% | $5,664+294.0% | $5,306+320.5% |