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 | $168,359 | $68,719+145.0% | $91,541+83.9% | $84,808+98.5% |
| Participation rate | 18.9% | 64.5%-45.6pp | 69.8%-50.9pp | 68.3%-49.4pp |
| Annual return | 16.83% | 19.12%-2.3pp | 20.50%-3.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $757 | $1,920-60.5% | $2,505-69.8% | $2,631-71.2% |
| Participant deferral / active EE | $2,035 | $3,136-35.1% | $4,008-49.2% | $4,212-51.7% |
| Admin fee / account holder | $1,530 | $5,786-73.6% | $6,956-78.0% | $7,344-79.2% |