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 | $214,257 | $65,395+227.6% | $182,532+17.4% | $72,985+193.6% |
| Participation rate | 54.2% | 65.4%-11.3pp | 78.0%-23.8pp | 69.5%-15.3pp |
| Annual return | 21.47% | 27.68%-6.2pp | 148.54%-127.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,018 | $1,911-46.7% | $4,076-75.0% | $2,440-58.3% |
| Participant deferral / active EE | $4,778 | $3,563+34.1% | $5,524-13.5% | $3,607+32.4% |
| Admin fee / account holder | $1,114 | $4,245-73.8% | $8,592-87.0% | $5,124-78.3% |