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 | $100,341 | $39,122+156.5% | $57,179+75.5% | $62,891+59.5% |
| Participation rate | 30.8% | 70.5%-39.7pp | 75.3%-44.6pp | 69.3%-38.5pp |
| Annual return | 6.35% | 9.23%-2.9pp | 14.59%-8.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $462 | $1,874-75.4% | $2,682-82.8% | $2,281-79.8% |
| Participant deferral / active EE | $3,066 | $2,374+29.2% | $3,096-1.0% | $3,203-4.3% |
| Admin fee / account holder | $1,877 | $2,592-27.6% | $3,139-40.2% | $4,296-56.3% |