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 8-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 | $248,172 | $91,019+172.7% | $392,568-36.8% | $72,985+240.0% |
| Participation rate | 47.5% | 74.4%-26.9pp | 78.1%-30.6pp | 69.5%-22.0pp |
| Annual return | 22.13% | 20.00%+2.1pp | 24.42%-2.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,978 | $2,751-28.1% | $3,783-47.7% | $2,440-18.9% |
| Participant deferral / active EE | $2,462 | $4,570-46.1% | $5,985-58.9% | $3,607-31.8% |
| Admin fee / account holder | $3,069 | $4,895-37.3% | $6,260-51.0% | $5,124-40.1% |