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 | $186,186 | $109,881+69.4% | $150,045+24.1% | $84,808+119.5% |
| Participation rate | 59.6% | 76.1%-16.5pp | 82.3%-22.7pp | 68.3%-8.7pp |
| Annual return | 16.07% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $859 | $3,561-75.9% | $4,693-81.7% | $2,631-67.3% |
| Participant deferral / active EE | $8,039 | $6,636+21.2% | $7,997+0.5% | $4,212+90.9% |
| Admin fee / account holder | $2,982 | $8,568-65.2% | $13,435-77.8% | $7,344-59.4% |