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 | $233,752 | $63,904+265.8% | $89,340+161.6% | $67,986+243.8% |
| Participation rate | 15.9% | 54.3%-38.4pp | 69.6%-53.6pp | 57.2%-41.3pp |
| Annual return | 12.33% | 18.09%-5.8pp | 20.57%-8.2pp | 31.67%-19.3pp |
| Employer contribution / active EE | $758 | $1,627-53.4% | $2,231-66.0% | $2,019-62.5% |
| Participant deferral / active EE | $1,051 | $2,691-60.9% | $3,823-72.5% | $3,358-68.7% |
| Admin fee / account holder | $18,768 | $3,315+466.2% | $6,704+180.0% | $3,203+485.9% |