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 | $122,422 | $73,787+65.9% | $98,716+24.0% | $82,448+48.5% |
| Participation rate | 20.3% | 61.4%-41.1pp | 69.3%-49.0pp | 68.1%-47.7pp |
| Annual return | 19.27% | 18.57%+0.7pp | 31.81%-12.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $581 | $1,511-61.5% | $2,279-74.5% | $2,551-77.2% |
| Participant deferral / active EE | $2,593 | $3,081-15.9% | $4,048-35.9% | $4,139-37.4% |
| Admin fee / account holder | $1,425 | $6,500-78.1% | $8,703-83.6% | $7,234-80.3% |