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 | $89,724 | $56,317+59.3% | $71,209+26.0% | $74,304+20.8% |
| Participation rate | 26.0% | 55.1%-29.1pp | 73.8%-47.8pp | 60.3%-34.3pp |
| Annual return | 16.01% | 42.83%-26.8pp | 282.51%-266.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $733 | $2,160-66.1% | $2,721-73.1% | $2,241-67.3% |
| Participant deferral / active EE | $1,900 | $2,788-31.8% | $4,175-54.5% | $3,767-49.6% |
| Admin fee / account holder | $8,926 | $2,290+289.9% | $5,349+66.9% | $2,969+200.7% |