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 | $163,916 | $87,540+87.2% | $75,781+116.3% | $125,391+30.7% |
| Participation rate | 37.5% | 80.2%-42.7pp | 75.8%-38.3pp | 83.2%-45.7pp |
| Annual return | 3.63% | 13.48%-9.9pp | 9.68%-6.0pp | 282.22%-278.6pp |
| Employer contribution / active EE | $1,182 | $3,930-69.9% | $3,323-64.4% | $4,866-75.7% |
| Participant deferral / active EE | $3,433 | $4,229-18.8% | $3,651-6.0% | $5,352-35.9% |
| Admin fee / account holder | $3,685 | $6,502-43.3% | $5,299-30.5% | $9,540-61.4% |