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 | $184,598 | $77,523+138.1% | $100,383+83.9% | $80,874+128.3% |
| Participation rate | 35.1% | 77.0%-41.8pp | 81.5%-46.4pp | 67.6%-32.5pp |
| Annual return | 13.75% | 37.21%-23.5pp | 49.26%-35.5pp | 35.62%-21.9pp |
| Employer contribution / active EE | $584 | $2,801-79.2% | $3,944-85.2% | $2,756-78.8% |
| Participant deferral / active EE | $3,057 | $6,822-55.2% | $8,086-62.2% | $4,297-28.8% |
| Admin fee / account holder | $3,084 | $5,899-47.7% | $7,900-61.0% | $6,935-55.5% |