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 | $165,186 | $76,407+116.2% | $150,298+9.9% | $82,448+100.4% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 17.60% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $434 | $2,614-83.4% | $4,154-89.6% | $2,551-83.0% |
| Participant deferral / active EE | $6,252 | $3,214+94.5% | $5,453+14.7% | $4,139+51.0% |
| Admin fee / account holder | $445 | $6,352-93.0% | $14,116-96.8% | $7,234-93.8% |