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 | $160,305 | $47,944+234.4% | $67,834+136.3% | $62,891+154.9% |
| Participation rate | 34.6% | 61.1%-26.5pp | 68.8%-34.2pp | 69.3%-34.7pp |
| Annual return | 9.62% | 11.77%-2.2pp | 138.47%-128.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $645 | $1,562-58.7% | $2,403-73.2% | $2,281-71.7% |
| Participant deferral / active EE | $2,536 | $2,247+12.9% | $3,160-19.8% | $3,203-20.8% |
| Admin fee / account holder | $788 | $3,712-78.8% | $4,622-82.9% | $4,296-81.6% |