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 | $153,708 | $86,944+76.8% | $107,525+43.0% | $74,304+106.9% |
| Participation rate | 21.4% | 59.6%-38.1pp | 75.1%-53.6pp | 60.3%-38.9pp |
| Annual return | 22.18% | 23.52%-1.3pp | 181.32%-159.1pp | 29.43%-7.2pp |
| Employer contribution / active EE | $790 | $2,757-71.3% | $3,754-79.0% | $2,241-64.7% |
| Participant deferral / active EE | $1,626 | $3,554-54.3% | $5,116-68.2% | $3,767-56.8% |
| Admin fee / account holder | $1,699 | $3,727-54.4% | $8,919-81.0% | $2,969-42.8% |