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 | $149,382 | $48,750+206.4% | $88,946+67.9% | $74,304+101.0% |
| Participation rate | 36.1% | 44.5%-8.3pp | 68.8%-32.7pp | 60.3%-24.2pp |
| Annual return | 17.72% | 25.91%-8.2pp | 57.82%-40.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,395 | $1,255+11.1% | $2,555-45.4% | $2,241-37.8% |
| Participant deferral / active EE | $2,722 | $2,423+12.3% | $4,581-40.6% | $3,767-27.7% |
| Admin fee / account holder | $6,373 | $3,756+69.7% | $8,261-22.9% | $2,969+114.7% |