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 | $243,005 | $77,896+212.0% | $134,172+81.1% | $82,448+194.7% |
| Participation rate | 35.7% | 62.8%-27.1pp | 72.5%-36.8pp | 68.1%-32.4pp |
| Annual return | 17.40% | 18.21%-0.8pp | 25.30%-7.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $647 | $2,159-70.1% | $3,420-81.1% | $2,551-74.7% |
| Participant deferral / active EE | $1,320 | $3,162-58.3% | $4,690-71.9% | $4,139-68.1% |
| Admin fee / account holder | $1,053 | $6,336-83.4% | $12,016-91.2% | $7,234-85.4% |