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 3-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 | $101,149 | $46,553+117.3% | $64,056+57.9% | $75,163+34.6% |
| Participation rate | 16.7% | 65.9%-49.3pp | 72.3%-55.6pp | 67.2%-50.5pp |
| Annual return | 19.47% | 26.03%-6.6pp | 33.69%-14.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $866 | $1,974-56.1% | $2,747-68.5% | $2,670-67.5% |
| Participant deferral / active EE | $1,754 | $2,837-38.2% | $3,880-54.8% | $4,125-57.5% |
| Admin fee / account holder | $1,274 | $2,952-56.8% | $3,068-58.5% | $5,651-77.5% |