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 | $119,314 | $44,960+165.4% | $84,966+40.4% | $74,495+60.2% |
| Participation rate | 41.7% | 49.4%-7.6pp | 67.5%-25.8pp | 67.2%-25.5pp |
| Annual return | 15.23% | 26.24%-11.0pp | 66.38%-51.2pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,508 | $1,457+3.5% | $2,727-44.7% | $2,623-42.5% |
| Participant deferral / active EE | $2,615 | $2,731-4.3% | $4,519-42.1% | $4,346-39.8% |
| Admin fee / account holder | $2,512 | $2,209+13.7% | $6,149-59.2% | $1,942+29.3% |