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 | $207,700 | $117,983+76.0% | $101,794+104.0% | $142,382+45.9% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 14.66% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $586 | $2,773-78.9% | $2,289-74.4% | $4,299-86.4% |
| Participant deferral / active EE | $2,929 | $4,714-37.9% | $4,084-28.3% | $6,507-55.0% |
| Admin fee / account holder | $8,994 | $10,433-13.8% | $8,777+2.5% | $12,624-28.8% |