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 | $163,646 | $74,927+118.4% | $101,794+60.8% | $84,808+93.0% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.2%-15.3pp | 68.3%-14.5pp |
| Annual return | 15.24% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $742 | $1,522-51.2% | $2,289-67.6% | $2,631-71.8% |
| Participant deferral / active EE | $5,490 | $3,099+77.1% | $4,084+34.4% | $4,212+30.3% |
| Admin fee / account holder | $3,400 | $6,514-47.8% | $8,777-61.3% | $7,344-53.7% |