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 | $227,587 | $73,933+207.8% | $96,683+135.4% | $75,163+202.8% |
| Participation rate | 27.1% | 66.4%-39.3pp | 74.3%-47.3pp | 67.2%-40.1pp |
| Annual return | 22.58% | 26.70%-4.1pp | 35.69%-13.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,508 | $2,928-48.5% | $3,737-59.6% | $2,670-43.5% |
| Participant deferral / active EE | $3,418 | $3,659-6.6% | $4,878-29.9% | $4,125-17.1% |
| Admin fee / account holder | $9,838 | $5,216+88.6% | $6,730+46.2% | $5,651+74.1% |