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 | $149,864 | $66,310+126.0% | $93,606+60.1% | $65,185+129.9% |
| Participation rate | 38.5% | 74.0%-35.5pp | 75.8%-37.3pp | 70.2%-31.7pp |
| Annual return | 27.74% | 42.58%-14.8pp | 32.76%-5.0pp | 29.38%-1.6pp |
| Employer contribution / active EE | $963 | $2,012-52.1% | $2,718-64.6% | $2,177-55.7% |
| Participant deferral / active EE | $2,764 | $3,342-17.3% | $4,069-32.1% | $3,514-21.3% |
| Admin fee / account holder | $7,816 | $6,897+13.3% | $7,888-0.9% | $847+822.7% |