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 | $244,587 | $81,248+201.0% | $155,509+57.3% | $80,856+202.5% |
| Participation rate | 44.0% | 66.2%-22.2pp | 78.2%-34.2pp | 67.6%-23.6pp |
| Annual return | 11.69% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,284 | $3,100-58.6% | $4,672-72.5% | $2,755-53.4% |
| Participant deferral / active EE | $3,203 | $3,452-7.2% | $5,626-43.1% | $4,296-25.4% |
| Admin fee / account holder | $6,251 | $7,997-21.8% | $15,912-60.7% | $6,918-9.6% |