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 | $245,828 | $142,424+72.6% | $100,534+144.5% | $74,304+230.8% |
| Participation rate | 57.1% | 79.6%-22.4pp | 80.6%-23.5pp | 60.3%-3.2pp |
| Annual return | 17.24% | 27.53%-10.3pp | 32.66%-15.4pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,270 | $5,555-59.1% | $4,346-47.8% | $2,241+1.3% |
| Participant deferral / active EE | $5,860 | $8,247-28.9% | $6,144-4.6% | $3,767+55.6% |
| Admin fee / account holder | $13,665 | $1,986+588.2% | $7,654+78.5% | $2,969+360.3% |