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 | $212,774 | $78,672+170.5% | $109,143+95.0% | $85,850+147.8% |
| Participation rate | 46.2% | 68.3%-22.1pp | 75.9%-29.7pp | 69.3%-23.2pp |
| Annual return | 14.11% | 25.09%-11.0pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $962 | $2,735-64.8% | $3,722-74.2% | $2,565-62.5% |
| Participant deferral / active EE | $3,507 | $3,467+1.1% | $4,653-24.6% | $3,952-11.3% |
| Admin fee / account holder | $450 | $5,469-91.8% | $6,752-93.3% | $6,260-92.8% |