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 | $149,560 | $78,672+90.1% | $109,143+37.0% | $85,850+74.2% |
| Participation rate | 67.2% | 68.3%-1.1pp | 75.9%-8.7pp | 69.3%-2.1pp |
| Annual return | 14.04% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $935 | $2,735-65.8% | $3,722-74.9% | $2,565-63.6% |
| Participant deferral / active EE | $4,372 | $3,467+26.1% | $4,653-6.0% | $3,952+10.6% |
| Admin fee / account holder | $32,027 | $5,469+485.6% | $6,752+374.3% | $6,260+411.6% |