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 | $150,411 | $58,627+156.6% | $76,735+96.0% | $82,448+82.4% |
| Participation rate | 24.6% | 63.2%-38.6pp | 69.5%-44.9pp | 68.1%-43.4pp |
| Annual return | 18.22% | 39.10%-20.9pp | 29.77%-11.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $722 | $1,729-58.2% | $2,454-70.6% | $2,551-71.7% |
| Participant deferral / active EE | $1,573 | $3,134-49.8% | $4,088-61.5% | $4,139-62.0% |
| Admin fee / account holder | $426 | $5,323-92.0% | $7,189-94.1% | $7,234-94.1% |