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 | $183,672 | $72,277+154.1% | $101,248+81.4% | $79,858+130.0% |
| Participation rate | 41.0% | 68.5%-27.4pp | 75.8%-34.8pp | 69.6%-28.6pp |
| Annual return | 14.04% | 22.30%-8.3pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $977 | $2,692-63.7% | $3,660-73.3% | $2,471-60.5% |
| Participant deferral / active EE | $1,978 | $3,282-39.7% | $4,370-54.7% | $3,740-47.1% |
| Admin fee / account holder | $1,273 | $4,400-71.1% | $5,945-78.6% | $5,306-76.0% |